Asian equities are benefiting from a global backdrop of ultra-low interest rates, strong forward guidance, and ample liquidity, not to mention historically loose global monetary policy and big fiscal thrusts that will likely continue. However, PineBridge Investments expects current conditions, especially after the strong returns of 2020, to be less beta-driven and more alpha-driven going forward – with the digital revolution and accelerating decarbonization efforts amplifying the potential to create big winners and losers.
Against this backdrop, PineBridge Investments are closely watching three key developments that could move Asian equity markets this year. READ MORE
Similar Posts:
- Why Invest in Asia Small-Cap Equities Now? We Answer Five Key Questions (PineBridge Investments)
- 2021 Midyear Asia Fixed Income Outlook: Fundamentals Trump fears (PineBridge Investments)
- Indian Equity Outlook: From Survival to Revival (PineBridge Investments)
- No Improvement in Asia Pacific Corporate Payments in 2015 (Coface)
- Asia Equities: FAQS, Facts and Figures (UBS AM)
- Asian Equities Well-positioned Against Global Recession (The Asset)
- 2021 Midyear Asia Economic Outlook: Divergent Recoveries (PineBridge Investments)
- From Hong Kong to Malaysia, Property Markets Set to Decline: IMF (Nikkei Asia)
- Experts: Tread Carefully With Emerging Market Investments (FE Trustnet)
- 2021 Midyear Asia Equities Outlook: The Right Side of Disruption (PineBridge Investments)
- YPO CEO Survey: Asia CEO Confidence at 2-year Low (YPO)
- Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)
- Talking Markets Podcast: Asia – Macro and Markets in 2021 (Pinebridge Investments)
- May 2022 Update: Invest Through the Cycle to Generate Long Term Returns (Asia Frontier Capital)
- COVID Surge Puts Brakes on Thai and Malaysia Growth: Survey (Nikkei Asia)
