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Three Factors Shaping the Opportunity in Asian Equities

Juni 2021 - 3 min lesen

Due largely to the supportive structural trends unfolding across the region—from digitization, to de-globalization, to the rising importance of sustainability—the long-term potential in Asian equities remains positive.

Asian equities started the year strong amid expectations that 2021 may herald a return to ‘normalcy’ from a social and economic perspective. While inflationary concerns driven by stronger U.S. growth expectations have led to some recent selling, we believe Asian equities remain well-supported and will continue to present attractive long-term opportunities going forward—a view underpinned by the following secular growth themes, which have indeed been amplified by the pandemic.


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