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Alternative Market Briefing

Hong Kong views on globalisation

Monday, January 14, 2019

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Joe Zhou
B. G., Opalesque Geneva:

One of the many topics discussed during the recent Opalesque Roundtable in Hong Kong was whether globalisation is dead, still alive or just morphing into a different form.

China is indeed a key partner in the globalisation theme and would be among the first countries to see any changes in its form. Changes in globalisation have already been announced by Klaus Schwab, founder of the World Economic Forum, who said that Globalisation 4.0 had only just began. Meanwhile, the US and China are working on a new trade deal, with a deadline for an agreement set on March 2.

No Cold War "If we look at what has changed… and sum it up in one sentence, I would say that what we are looking at and dealing with is the unwinding of globalisation to some extent," says Joe Zhou, CIO at Ortus Capital, during the Roundtable. So he is looking at strategies that can take advantage of the growing economic divergence.

If one believes globalisation is dead, then Asia would remain chronically cheap, according to Brian Quartarolo, CIO at Anahata Capital.

"There simply won't be a bounce in Asian assets in 2019 unless investors change their view about globalization," he says. "I don't know whether the globalization that has served us so well, particularly here in the regio......................

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