Asian equities
Shake it off: Recovery expected, but risks remain
Against a backdrop of the ongoing pandemic, tighter regulation in China, and the prospect of reduced policy support from global central banks, 2021 has not been without its risks. However, as we look to the new year, we see opportunities for careful, bottom-up stock pickers in a wide range of industries across Asia
2022 Outlook: China
We are more optimistic about the investment outlook for China in 2022, especially relative to other emerging and developed markets. The country’s economic growth is being driven by both the policy and liquidity cycles, and we believe that monetary tightening has peaked. As such, we expect to see improvements in liquidity conditions.
2022 Outlook: Asia
Amid market uncertainty, we remain cautious moving into 2022. While new investment ideas are harder to find, we will still look for opportunities in situations where sentiment is negative to the point that fundamentals are ignored.
The Investor's Guide to China: Demographics
China’s labour pool is shrinking as the population ages and more people retire than enter the workforce. How people save and invest as they think about wealth preservation signals big challenges and opportunities for China’s pension system development. So, how will government policy seek to ensure that the corporate sector remains dynamic and innovative, and can keep attracting the talent it needs?
Catch-2022: Asia's shifting growth model
Heading into 2022, the Asia-Pacific region will remain the main economic growth engine for the global economy. But as the past two years of pandemic-induced dislocations have demonstrated, there will be surprises, twists and turns along the way. Read our 2022 Asia outlook.
Is it worth sticking with China?
India – A long term structural growth story
Asia Q4 2021 Outlook
Asia eyes a tantrum-free taper this time
