Growth is slowing down across Asia due to falling exports and weak domestic demand. But the ongoing U.S./China trade dispute plays out quite differently in the various countries of the region. In this CIO Special report we focus on opportunities and challenges ahead, in particular:
- Short-term prospects: some economies are more exposed to international trade than others.
- Equities: how trade tensions and the risk of earnings downgrades weigh on this asset class.
- Fixed income: why we remain constructive on Asian credit.
To download a PDF of the full report, please click here.