If there is one thing the coronavirus pandemic showed us last year, it is that different regions’ economies reacted differently to the fallout.
Now as regional comparison of investment destinations is dangerous in our globalised world where goods and even services can be ‘shipped’ or sold almost anywhere in the world, people do tend to have a top-down approach when they discuss offshore investments.
With countries’ differing internal laws and regulations pertaining to anything from taxes to the way in which goods are manufactured, regional outlooks will remain of key interest to investors until worldwide uniform rules exist and are implemented. In the main story of our cover package, Petri Redelinghuys looked at some of the major themes expected this year. We will now turn to some regional outlooks for shares specifically.