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
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