Asia gets back on the road to recovery

A strong investment case has been building in Asia since 2000, when the region began to recover from its pre-crisis excesses. Due to its open economies, exports suffered as the fallout from the technology boom hit demand for electros. This in turn dented inventories and the region's nascent recovery from crisis was dragged off course. But thanks predominantly to a stimulative environment, global growth is firmly on the recovery path. Asia is well placed to benefit and this is already being seen in the economic numbers. The next main driver for the market will come from corporate earni...