From fund managers, they have some take on the funds:
1. Asia and Emerging markets is going to benefit due to the expected liquidity injection and rising commodity prices.
2. China and India will not be adversely affected, they are expected to continue to grow in their own way
3. Japan and Europe may struggle.
4. Trade war and protectionalism is the risk and fear but it’s not expected to happen.
I would like to ask my friends that are in the semiconductor area, what is rare earth?? What material is that? 90% of rare earth is in China. What more happening is that rare earth is the new material, that will be use in semiconductor. Which will lead to a new generation of technology. China has 90% of this material, so sure they are going to benefit. Moreover, the future of technology will come from them.
