Asia equities: the outlook for 2021
Asia equities offer large opportunities for active returns because of two key factors: market inefficiencies and long-term fundamental trends that create winners and losers. A good active manager capable of spotting winners can create a lot of value for clients’ portfolios.
Asia equities: three investing trends for 2021
Long-term trends within Asian consumption, technology and financial services offer great opportunities for Asia equity investors.
Asia small-and-mid caps: thinking small, investing well
Asia small and mid-cap equities are worth a closer look because:
- The Asia small and mid cap equity asset class is under-researched;
- Investors can play more focused themes via Asia small cap stocks;
- Asia small and mid-caps can complement large-cap stock portfolios
Asia equities: FAQS, facts, and figures
#1 Are Asian equities cheap?
Valuations for Asia equities are relatively inexpensive and generally still below the US, according to price-earnings data at the end of February 2021.
#2 How much do countries in Asia contribute to the global economy?
Asian countries contributed 43.97% to global gross domestic product (GDP) in 2020, according to calculations by the International Monetary Fund (IMF). Asia’s contribution to global gross domestic product is forecast to grow from43.97% in 2020 to 47.07% in 2025, according to IMF estimates as of October 2020.
#3 How fast will China grow in 2021 and 2022?
China‘s economy - the second largest in the world - will grow by 8.1% y-o-y in 2021 and by 5.6% y-o-y in 2022, according to forecasts made in January 2021 by the International Monetary Fund.
China: GDP Growth (%-YoY), 2019-2022 (f)
Asia’s changing role in the global economy
How much does Asia contribute to the global economy. How much will Asia contribute to the global economy in 2025?