Post Covid, the inflation equation has changed between the East and the West, from high to low beta. An abundance of labour in Asia vs labour scarcity in developed markets is making the relative inflation case for Asia much more attractive. Diverging monetary policy settings and subsequent future economic growth favour the East in a world where the future ain't what it used to be. - Watch Andrew Swan, MAN GLG and earn 0.50 CE/CPD hrs on Portfolio Construction Forum