Asia equities

Asia equities insights, analysis, themes, and market outlook

Asia equities: five reasons to invest in 2021

#1 Asia is expected to see faster economic growth than the US and EU in 2021.

#2 Growth in Asian consumer demand - particularly for premium goods – is expected to remain strong.

#3 Many global tech & IT leaders are emerging from Asia.

#4 Financial sectors remain underdeveloped in many Asian countries, and we see growth potential in the coming years.

#5 Valuations for Asia equities are relatively inexpensive.

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.

Geoffrey Wong, CFA, Head of Emerging Markets and Asia-Pacific Equities

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)

Source: IMF World Economic Outlook Database, October 2020.

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?

Asset Management services and solutions in your location

Please select your region

For further information on what we can offer you, please get in touch.

UBS Asset Management in the United States

The website contains general information about UBS Asset Management (Americas), Inc., UBS Hedge Fund Solutions LLC, and UBS O'Connor LLC, collectively known as "UBS Asset Management". The information contained on this website does not constitute investment advice or a recommendation to purchase or sell any securities or other financial instrument or any particular strategy or fund. Market commentary, product information and related performance data available on this website has been compiled from sources believed to be reliable and is provided in good faith for informational purposes only. UBS Asset Management does not guarantee the accuracy, suitability or completeness of information contained on this website, and all such information, including but not limited to performance data and related metrics, is subject to change without notice. Certain content on this website is intended for institutional investors and their financial representatives only, and should not be relied upon by retail investors or members of the general public.

Market commentary and similar statements contained herein are based on current expectations and may be considered “forward-looking statements.” Actual future results, however, may prove to be different from expectations. The opinions expressed are a reflection of UBS Asset Management’s best judgment at the time of posting, and any obligation to update or alter any forward-looking statement as a result of new information, future events, or otherwise is disclaimed.

Investments involve risks, are not guaranteed and may not return the original principal amount invested. Past performance is no guarantee of future results. Investors should read all available product information carefully before making an investment decision, including information about applicable risks, fees and expenses. This website does not address the investment objectives, risk tolerance or financial needs of any particular investor. In addition, any statements regarding investment performance expectations, risk and/or return targets do not constitute a representation or warranty that such expectations or targets will be achieved.

This website is not intended for persons located in any jurisdiction where the availability of this website is prohibited or contrary to local law or regulation or would subject any UBS entity to any registration or licensing requirement in any such jurisdiction.

Please confirm you are a US resident to proceed.

Please select at least 1 checkbox