Insights for professional investors
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Insights for professional investors
The economic headwinds that faced Asia last year have begun to ease. China and India are expected to account for more than half of global growth this year. Other countries in the region like Vietnam, Thailand and Indonesia have returned to their pre-pandemic growth. Where in this environment do investment opportunities arise? Three international investment experts from EFG Asset Management, Federated Hermes, Tokio Marine Asset Management share their insights for the region.
Note: The following information is for institutional and professional investors from Austria, Germany and Switzerland.
Chris Chan discusses China’s re-opening momentum gathering pace and now largely positioned for investors. He also highlights how AI can drive structural growth in IT. He also describes New Capital's Asia Future Leaders Fund.
Markets have been jittery over the fear of banking crisis recently, and inflation data is not providing much solace either. Where does this environment leave Japan in terms of the outlook for the equity markets? Are there still attractive investment opportunities? Oleg Kapinos addressed these and other topics in his presentation.
China, the world’s second most liquid stock market, has had its recent fortunes dictated by an apparently never-ending stream of negative headlines and can’t seem to catch a break. Jonathan Pines discusses the valuation perspective, China’s value and growth stocks and the contrarian opportunities in China.
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