In our new CIO Special we assess the external headwinds and domestic challenges faced by Asian economies in H2 and provide a macroeconomic and asset class outlook.

  • Asian economies will face headwinds from continued inflationary pressures and central bank policy tightening, a global growth slowdown and supply imbalances. 
  • China is expected to emerge from a grinding Covid-19 wave, while in India and Southeast Asia high oil prices and rising inflation will be key themes.
  • We remain cautiously optimistic on Asian equities, particularly China. However, Asia fixed income could remain volatile due to a rising interest rate environment.

To download a PDF of the full report, please click here.


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