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In this CIO Special, we look at four possible investment areas and consider their merits.

 

In this PERSPECTIVES Special we focus on:

 

Key takeaways:

  • Chinese IT stocks. Spin-offs from AI innovation, future de-escalation of U.S.-China tariff war and supportive domestic policy could help drive Chinese AI tech stocks offering potentially attractive entry points.
  • Indian banking stocks. The strong fundamentals of India’s banking sector backed by robust profitability, low credit costs and an expected loan growth pick up, could make this an interesting investment opportunity.
  • Asian investment grade bonds are likely to continue to show resilience amid tariff uncertainty. Favourable technicals and an attractive yield pick-up also make this an appealing investment option in the current environment.
  • Japanese government bonds are likely to stay attractive for foreign investors because of continued upward pressure on the JPY, in part due to expectations that the JPY will raise rates towards the end of this year.

 

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