Prevailing uncertainty can work to boost Asian growth

Tech and tourism-oriented economies stand to benefit the most

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20220513 SK Hynix logo.jpg

SK Hynix announced plans to raise capital expenditure as data-center expansions remain strong. © AP

Wai Ho Leong is managing director of research at Modular Asset Management in Singapore, a pan-Asian macro hedge fund.

In investment terms, uncertainty is the enemy of growth. The dramatic changes we have seen so far in 2022 have wreaked havoc on savings plans everywhere, and the uncertain outlook is keeping many investors away from the markets.

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