Chinese and Asian equities roared back in 2020, outperforming peers thanks in no small part to effective control of the COVID pandemic. Asia remains the engine of global growth in 2021, helped by the emergence of significant intra-Asia trade. China, the largest economy in the region, continues its structural transition toward higher quality growth.
Co-authored by Zhikai Chen, CFA, and David Choa, CFA, heads of Asian and greater China equity portfolio management respectively, this new outlook paper explains why Asian and Chinese equities stand to perform well again in 2021: READ MORE
Similar Posts:
- China Health Care: A Rediscovered Sector Keeps Its Momentum (KraneShares)
- 2021 Midyear Asia Economic Outlook: Divergent Recoveries (PineBridge Investments)
- 2021 China Outlook: Full Steam Ahead (Krane Shares)
- Nikko AM’s Sartori: Best Buying Opportunities in Asia in My Career (AFR)
- Aberdeen CIO: India Will Surpass China for Growth (FE Trustnet)
- Why a Financial Crisis is NOT Brewing in China (Institutional Investor)
- False Narratives: Rise of the Emerging Market Middle Class (Advisor Perspectives)
- 2021 Midyear Asia Fixed Income Outlook: Fundamentals Trump fears (PineBridge Investments)
- Asian Banks Are Nibbling the Lunches of Global Banks (CCTV)
- Reshaping Supply Chains Away From China (The Asset)
- Variant View: China’s Zero-COVID Policy is Dead (Asian Century Stocks Substack)
- Asean Stocks Calm Investors Despite Turmoil in Other Regions (Nikkei Asia via FreeMalaysiaToday)
- Newton’s Pidcock: Asian Recovery Just Getting Started (FE Trustnet)
- Emerging & Global Markets Catch Up With Reality (Krane Shares)
- Asian Equities Well-positioned Against Global Recession (The Asset)