Asian markets face many headwinds in the first half of 2017, says Mixo Das, Southeast Asia equity strategist at Nomura. Das tells Samie Modak that India is better-placed given its low export dependence and it should outperform Asian peers this year. Excerpts:
United States (US) President Donald Trump reiterated his protectionist stance in inauguration speech. How big is this a risk for equities?
It is a big risk. So far, we don't know how far he will go with this. But it is clear there will be some kind of protectionism by the US. It could end up
United States (US) President Donald Trump reiterated his protectionist stance in inauguration speech. How big is this a risk for equities?
It is a big risk. So far, we don't know how far he will go with this. But it is clear there will be some kind of protectionism by the US. It could end up