Passengers watch military personnel spray disinfectant on a train in Taipei on May 25. Photo: EPA-EFE Passengers watch military personnel spray disinfectant on a train in Taipei on May 25. Photo: EPA-EFE
Passengers watch military personnel spray disinfectant on a train in Taipei on May 25. Photo: EPA-EFE
Nicholas Spiro
Opinion

Opinion

Macroscope by Nicholas Spiro

Why Asia’s latest coronavirus waves shouldn’t worry equity investors

  • The global strategic position of East Asia’s chip makers, coupled with the appeal of digitalisation as a long-term trend, bode well for Asian equities
  • While the surge in infections across the region is cause for concern, there are good reasons for investors to remain upbeat on Asia

Passengers watch military personnel spray disinfectant on a train in Taipei on May 25. Photo: EPA-EFE Passengers watch military personnel spray disinfectant on a train in Taipei on May 25. Photo: EPA-EFE
Passengers watch military personnel spray disinfectant on a train in Taipei on May 25. Photo: EPA-EFE
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Nicholas Spiro

Nicholas Spiro

Nicholas Spiro is a partner at Lauressa Advisory, a specialist London-based real estate and macroeconomic advisory firm. He is an expert on advanced and emerging economies and a regular commentator on financial and macro-political developments.