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Our new CIO Special – Asia: recovery to prove resilient – looks at the economic and investment outlook in Asia.

 

Topics covered include:

  • Regional economic recovery is likely to prove resilient to continuing COVID-19 outbreaks
  • Chinese consumption will help drive China’s recovery in the remainder of 2021. We continue to like Chinese equities due to the solid macro fundamentals.
  • India’s economic recovery will probably be assisted by a pick-up in vaccination rates and earnings growth expectations should support equities.

 

 

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

 

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


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