The Danish pension fund still expects high stock returns over time in China, particularly from private companies, its head of equities says.
The Danish pension fund sees both absolute and relative gains for its Asia stocks strategy, its head of equity tells AsianInvestor.
Expectations of tamed inflation and possible easing of interest rates could boost potential across the region, although questions and risks remain.
In a series on how Asian markets might develop in the coming year, AsianInvestor zooms in on Japan and how investors might find value in stocks on the backdrop of a weak yen and a loose monetary policy.
With unstable markets and a relatively low yen, the Japanese corporate pension fund faces plenty of challenges — but a multi-pronged investment strategy for next year is taking form.
Concerns remain on whether interest rate hikes by the Fed will be able to slow economic activity and tame inflation — or push the US economy into recession, triggering major uncertainties for Asian capital markets.
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.
The stock’s promising performance stands in sharp contrast to the less fortunate fates of other Chinese companies that have been affected by government clampdowns.
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.
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Inflation, fluctuating interest rates, Covid-19 shutdowns, and sporadic reopenings have led to bouts of volatility in the market, with tech stocks bearing the brunt of the selling over the last month.
The valuation gap and earnings growth potential pose opportunities in European equities, particularly in cyclical industrials and ESG themes.