An increase in trade which pushes GDP higher is exactly what is going to happen. A lack of trade is not going to be the problem.
Also maybe I wasn't clear what I meant by recovery. I'm talking economic recovery rather than share market recovery. The two however are linked. If profit goes higher then so do share prices. South East Asia takes their economic lead from India and China.
We're seeing money repositioned to make higher returns in the wake of rising inflation. That's why tech is being sold off. A lot of investors view the growth stocks as overpriced and the value stocks are now a safer place to put money. It's just sector rotation and diversification.
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