"We would love to do more in Vietnam, we are already very active in India," Lim said. "What recent events have told us is that it's probably dangerous to put all your eggs in one basket... in an era when globalization is increasingly being put to the test."
"India has tremendous solar resources," he highlighted. "These are markets if you are looking for energy redundancy, energy resilience, renewable energy sources, suddenly it becomes important from that perspective."
"Vietnam has always been an area of tremendous promise," Lim said, "and I think Vietnam in the new scheme of things will also relatively begin to assume greater importance as a destination for capital, as a destination for investment.
The overall outlook for China will be uncertain, and it will force investors and people who are stakeholders into China to be extra careful once again, even if the fundamentals are strong in specific sectors,
"We have seen the economic impact of not being able to recycle capital, while cities have been shut down," Lim said. "We have seen the economic impact of having to put out some rental rebates for retail tenants if we are forced to close the mall."
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