Supply chain shocks, rising inflation, and the ongoing Russian assault on Ukraine prompt investors to prepare for an economic environment of stagflation.
The Canadian pension fund continues to expand its presence in the Asia Pacific, with a broad focus on infrastructure, real estate, equities and innovation in Australia, India and China.
An impending series of interest rate increases and the deterioration in relations between Russia and the West over Ukraine have worried investors in recent weeks, hence the volatility in US equities in particular.
Despite strong GDP growth, Singapore’s equities lag developed market benchmarks, and valuations remain high, but experts expect more normalisation of the economy across Asean markets in 2022.
The former CIO of China Pacific Insurance Co (CPIC) had left the insurer in September for family reasons; select names in the HK stock market should show decent performances, while the overall market sentiment is expected to pick up after the first quarter; positive but moderate returns are still expected from US equities, while the pace of policy normalisation and economic growth is closely watched; and more
Experts believe the great China correction and sell-off may last longer, but it will start shifting focus to less regulatory-affected sectors.
IPO listings volume in Hong Kong have had a lacklustre year compared with global peers, so will more Chinese companies embrace HK as a listing option after what happened to Didi Global?
Family disputes, Covid, low yields and high private market returns are driving a mindset change among family offices in Asia Pacific.
Over the next 12 months, investors in Asia will likely contend with a fast-moving investment landscape shaped by China’s increasing focus on sustainability alongside the tenor of macroeconomic policies and the path of inflation. PineBridge Investments’ specialists offer their views on what investors can expect in 2022 and the opportunities arising from this confluence of changes.
The new bourse's plans to provide more funding for small to medium enterprises could also give investors more options for allocation to A-shares.
Mark Delaney said investors will find it hard to disengage from China, despite concerns about the second-biggest economy in the world.
Financials and healthcare have been spotted as promising sectors, while several tech IPOs are on the way, including a $2.2 billion fintech firm and a GIC-backed e-commerce startup.