Topsy-turvy is the term which comes to mind when I try to describe the performance of Asia and emerging markets in the past few months.
The re-opening in China, decelerating inflation, and a weaker US dollar all contributed to a turnaround in performance at the back end of 2022 and the start of 2023. However, fears around weaker commodity prices, currencies versus the US dollar and banking sector contagion saw a correction over a six-week period in February and March. Six funds gain 'Elite' FundCalibre rating This has now begun to dissipate and - coupled with China providing increased support for the internet and gaming sector - we have seen the sector rebound once again. In short, the rollercoaster that has been A...
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