As the Asian market “decouples” from the US, and “couples” with China, the diversification benefit for a developed-market-centric portfolio will rise. Photo: Reuters
Aidan Yao
Opinion

Opinion

Macroscope by Aidan Yao

The world now catches a cold if China sneezes, not the US

Economically, China accounts for 32pc of total regional trade and its economy is almost half of Asia (ex Japan)’s GDP

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As the Asian market “decouples” from the US, and “couples” with China, the diversification benefit for a developed-market-centric portfolio will rise. Photo: Reuters
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