Disclaimer: This article touches upon recent political events and like everything political there are voices on all sides who believe their version is the ‘real’ truth. My perspective in this article is from a purely Asset Management perspective i.e. Diversification, Country Risk, Political Risk.
Two distinct events have occurred in last few weeks in Asia.
- The Repealing of the Special Status given to the state of Jammu & kashmir in India
- The Hong Kong Extradition Bill