Investment experts on the ground in Asia and emerging markets gives us a truly unique and independent view of factors shaping returns for local companies. From fresh shoots to long-term growth, we find quality companies that can thrive through changing conditions.
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Investing in emerging markets and Asia can help diversify your portfolio into growing markets, new industries and exciting sectors which can be difficult to research or access directly. See what opportunities you can invest in with our current top holdings (as at 30 June 2021) in the funds.
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It is hard to predict how markets will behave in a year’s time. Still, we believe that most emerging economies' underlying structural growth trends will continue to drive corporate earnings and returns for investors over the medium-to-long term. While we remain aware of what is happening on the macroeconomic and political fronts, we will stay focused on the companies we either own or want to include in the strategy to drive alpha for our investors.
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.
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.
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?
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.
To say China’s stock market has disappointed this year is something of an understatement. High commodity prices, chip shortages, a slump in the property market, widespread floods and a partial port shutdown have combined to depress activity. However, we are seeing signs that these are no more than sideshows to the main event – the growth currently being achieved by the economy, and the growth yet to come.
