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Asia Economic Outlook 2014 - Paulius Kuncinas, Oxford Business Group
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Paulius Kuncinas, Regional Editor for Asia at Oxford Business Group, shares his view on the main challenges facing the emerging markets of South-east Asia and Mongolia. Though ultra-easy monetary policy conditions have aided the global recovery and led to a bounce back in trade and consumption, South-east Asia faces a heightened degree of volatility. Long-term investors have become more selective as they look for opportunities in high-growth frontier markets like Myanmar, PNG and Mongolia. Top investment destinations such as Thailand and Indonesia were disrupted by political uncertainty in the first half of 2014, but look to be back on track as the year continues. Smart money is now looking to capitalise on upcoming ASEAN integration, and consumption-led sectors seem set for solid growth.
Asia Economic Outlook 2014 - Paulius Kuncinas, Oxford Business Group
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