Insights for professional investors
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Insights for professional investors
In 2020, almost 100% of global growth came from China. But even before Covid-19, Asia had become the global economic engine. But what comes after the dynamic development of the recent past, which was mainly fueled by the technology sector? What are the prospects for companies from China or India? Where do investment opportunities open up? Three top-class Asia experts will shed light on current trends.
Note: The following information is exclusively for professional investors from the UK.
Looking to a post-pandemic world, the Asia Pacific region offers investors a wide range of attractive growth – and income – opportunities. But against a backdrop of higher inflation, greater government interference and growing environmental risks, it’s important to be selective. Jason Pidcock, Head of Jupiter’s Asian Income strategy, will discuss where he’s finding the best opportunities – and the areas he’s avoiding.
India has been one of the top-performing markets in 2021 on the back of unexpected tailwinds from Covid-19. As the Indian government implements positive policy actions, Rahul Chadha examines the underlying change in the Indian economy, explores why we are still in the early stages of the upcycle, and shares what the coming years could hold for sectors and trends in India.
Asia Credit is one of the fastest growing fixed income market worldwide and presents one of the most interesting risk/reward profiles within liquid fixed income. Bennett Lim will explain recent developments that led to the spread-widening and why investors can enjoy attractive risk-adjusted returns and higher yields (compared to US and European high yield).
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