Asian emerging markets are experiencing volatility even before the US presidential election in November. Five experts discussed how a Trump or Biden win could affect EM equities.
Rising geopolitical risks and China’s economic slowdown are set to tarnish the once-vibrant appeal of A-shares over the coming 10 years.
Regional life insurers will seek to reweigh their portfolios to seek out sufficient returns in the low rate environment, reduce duration gaps and adapt to new capital rules.
Asset owners outside Asia often hire Western firms to manage their Chinese equity portfolios, despite mainland fund houses’ lower charges. But there are pros and cons to weigh up.
Elizabeth Soon, head of Asia ex-Japan equities, says unpredictable markets puts the focus on companies robust enough to survive the crisis and gain market share over the long term.
The spread of COVID-19 has placed extraordinary pressure on the markets. The stronger fundamentals, market structures and dynamics of Asian economies and bond markets are some of the main factors underpinning the relative resilience of Asian local currency bonds.