Sally Macdonald, head of Asian equities at Marlborough Fund Managers, assesses the implications of proposed talks between the US and North Korea.
President Donald Trump and Kim Jong-un might soon face each other across a negotiating table. Aside from all the usual questions about whether it will actually happen and whether North Korea might really get rid of its nuclear weapons, investors are left wondering what this might mean for them. Despite talk of peninsula reunification, the most sensible first step would be for the North to stand alone as a normal country in its own right. This would serve the interests of all its neighbours and the US and is probably the most sensible first goal. Liontrust's Williams: Why Korea is on t...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes