However, new supply is likely to be “curtailed” by the low commodity prices so the commodities sector, and with it the many emerging markets that depend on the sector, could soon be on an upward trend again.
While a US rate rise, the slowdown in Chinese growth and commodity price weakness are all weighing on Asian equities, these are all stories well-known by the market and, at low valuations and with signs of earnings growth, it is likely that the current environment is not a bad time for a long-term investor to consider putting money into the region.
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Matthew Jeynes is deputy news editor at Investment Adviser
matthew.jeynes@ft.com
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