Insights for professional investors
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Insights for professional investors
The Asian growth engine has started to stutter. Regulatory risks, real estate bubble and weaker growth keep China busy. Disruptions in international supply chains are hampering the return of many countries in Asia to earlier growth in the thirdyear of Covid-19. What is the outlook? Where in this challenging environment do investment opportunities arise? Watch the assessments from Eastspring Investments, Eurizon Capital and Mirae Asset Global Investments.
Note: The following information is for professional investors from Germany, Austria and Switzerland.
The Asian economic recovery has slowly gained momentum amidst the ongoing COVID-19 pandemic. In his presentation, Rahul Chadha provides an overview of the macro trends and themes to watch out for key Asian market economies, highlighting India – one of the top-performing markets last year. Rahul will discuss the underlying change in the Indian economy, positive policy actions by the Indian government and the unexpected tailwinds provided by the pandemic for a number of sectors.
2021 saw Asian bond markets buffeted by a myriad of factors, including COVID-19 uncertainties, rising inflationary pressures and regulatory crackdowns on wide swathes of private sector firms in China. This year, with major central banks looking set to quicken their pace of monetary policy tightening, the challenges seem far from over. However, it is often during episodes of volatility that attractive investment opportunities can emerge. Amongst them, such trends as the rising tide of ESG investing in the Asian bond market. In the presentation, Tricia Wong shares Eastspring’s views on where opportunities in the Asian bond market currently are opening up.
In the year 2021, the Chinese Onshore bond market has performed excellently. Apart of delivering strong returns it also confirmed itself as a valid source of diversification in a persistently challenged fixed income space. Admittedly, the adversities that China had to deal with during the last 12 months were many – declining growth rate, regulatory interventions, the property sector crisis, supply chain problems, ups and downs in the relation with the USA – to name only a few. Nevertheless, the onshore bond market over-delivered.
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