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Alternative Market Briefing

Investors should do more research on China investments and seize opportunities in Japan

Thursday, April 07, 2011

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Christian Takushi
Benedicte Gravrand, Opalesque Geneva :

Asia is not without its challenges, and the speakers at Tuesday’s Jetfin conference in Zurich gave the audience a good round-up of those as well as of the many benefits this region can offer for investors. Here are a few of the many interesting observations focusing on geopolitics, China and Japan.

Investors invest without regards for current geopolitical risks According to Christian Takushi, fund manager and economist at Swisscanto Asset Management in Zurich, most investors are still investing the same way as they have done in the past decades, with little regard or understanding of the political and social changes taking place in the world. Money is flowing into emerging markets, especially Asia with little awareness of the multiple risks there.

He listed ten geopolitical risks for this decade, namely; 1. Shift in balance of power; 2. Arms race; 3. Radicalization of Islam; 4. Middle East conflict; 5. Massive money printing; 6. Climate change; 7. Energy shortages; 8. Food and water shortages; 9. Seismic activity intensifying; 10. Capital and production shifted to undemocratic nations.

North East Asia is the world's engine of growth but as such it is most vulnerable to crises and disruptions, to shocks in the supply chain and logistics, and its growth mu......................

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