A critical aspect of investing in emerging markets is the need to discriminate between short-term growth fads and sustainable development. As Paul Krugman famously discusses in his article, “The Myth of Asia’s Miracle,” it is often very easy to get caught up in aggregate GDP growth statistics without looking deeper into what is driving those statistics. This can lead to an investing-with-the-herd mentality and the systematic under-appreciation of some of the most interesting and lucrative opportunities across emerging markets.
Asia pacific investment partners
GDP per capita - Hong Kong
GDP - Japan
Rent - Hong Kong
Foreign Visitors to Niseko
Foreign Hotel Guest in Hokkaido
Residential Prices - Hong Kong