Asia’s economic landscape presents both opportunities and challenges for investors. China faces significant hurdles, including high debt, inefficiencies in state-controlled sectors, and overcapacity in industrial investment, all of which are slowing growth. However, other parts of the region, such as India, Southeast Asia, and the tech-driven economies of South Korea and Taiwan, show strong growth potential.
India is bolstered by robust economic fundamentals, a young workforce, and policy reforms targeting infrastructure and manufacturing. Similarly, Southeast Asia, led by countries like Vietnam and Indonesia, is benefiting from favourable demographics and a surge in foreign direct investment as supply chains diversify away from China.
Meanwhile, South Korea and Taiwan are global leaders in technology. Taiwanese companies play a key role in the semiconductor industry, supplying advanced chips for AI and cloud computing. South Korean companies continue to dominate in semiconductor memory and mobile technology, positioning both economies to capitalise on the growing demand for technology, particularly in AI, 5G, and semiconductors.
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