JP Morgan: sees compelling opportunities in Emerging Asia when you look 'under the index'

A stronger U.S. dollar presents a notable challenge for emerging markets in Asia, with potential ramifications for investment strategies in the region. This environment underscores the importance of a bottom-up investing approach, as individual market conditions can significantly impact outcomes. Additionally, the ongoing trade tensions, exemplified by tariffs imposed by the U.S. on China, might lead China to redirect its trade activities. This potential shift poses a competitive threat to the export industries within the ASEAN region, as they strive to maintain their market positions.