Positioning for yield in time for a global restart
As liquidity conditions improved, our portfolio manager shares how we are positioned for income opportunities across asset classes.
As the pandemic continues to evolve, China is seeing early signs of economic recovery as number of new infections decline and production resumes. Against this backdrop, what are the opportunities ahead in the view of our Emerging Markets and Asia Pacific (EMAP) Equities Team?
Q1. WHAT IS THE IMPACT OF THE PANDEMIC ON THE CHINESE EQUITY MARKETS?
China loosens monetary policy to support businesses
Q3. WHERE DO YOUR CONVICTIONS LIE FOR THE YEAR AHEAD1?
Q4. IN YOUR VIEW, WHY STAYING INVESTED IN CHINA A-SHARES1?
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As the world continues its race to contain the outbreak, market volatility is likely to persist. Nonethesless, China’s long-term structural trends are expected to remain intact, as the economy continues to transform.
Growth-oriented investors seeking quality investments for the long term, based on their investment appetite and objectives, could consider China A-share as an integral part of their portfolios. There are plenty of attractive quality growth opportunities in sectors like healthcare, technology and consumption1. The focus on fundamental research will be key in identifying long-term winner.