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?
Views and opinions expressed are presented for informational purposes only and are a reflection of UBS Asset Management’s best judgment at the time a report or other content was compiled. UBS specifically prohibits the redistribution or reproduction of this material in whole or in part without the prior written permission of UBS and UBS accepts no liability whatsoever for the actions of third parties in this respect. The information and opinions contained in the content of this webpage have been compiled or arrived at based upon information obtained from sources believed to be reliable and in good faith but no responsibility is accepted for any errors or omissions. All such information and opinions are subject to change without notice but any obligation to update or alter forward-looking statement as a result of new information, future events, or otherwise is disclaimed. Source for all data/charts, if not stated otherwise: UBS Asset Management.
Any market or investment views expressed are not intended to be investment research. Materials have not been prepared to address requirements designed to promote the independence of investment research and are not subject to any prohibition on dealing ahead of the dissemination of investment research. The information contained in this webpage does not constitute a distribution, nor should it be considered a recommendation to purchase or sell any particular security or fund. The materials and content provided will not constitute investment advice and should not be relied upon as the basis for investment decisions. As individual situations may differ, clients should seek independent professional tax, legal, accounting or other specialist advisors as to the legal and tax implication of investing. Plan fiduciaries should determine whether an investment program is prudent in light of a plan's own circumstances and overall portfolio. A number of the comments in the content of this webpage are considered forward-looking statements. Actual future results, however, may vary materially. Past performance is no guarantee of future results. Potential for profit is accompanied by possibility of loss.
© UBS 2021 The key symbol and UBS are among the registered and unregistered trademarks of UBS.