03 July 2020
With many countries and regions in Asia gradually easing their COVID-19 restrictions and resuming work, is now the time for investors to review their portfolios? If so, what are the investment themes that will drive Asian and Greater China markets?
In June 2020, Manulife Investment Management hosted webinars where our investment experts shared what they think will happen next and where investment opportunities lie in the Asian markets. We have taken some of the key highlights of the webinars for your easy viewing. Alternatively, you may view the full webinar replays.
Hear from our speakers why Asian bonds which have high credit quality is an increasingly attractive asset class.
Endre Pedersen, CIO, Fixed Income, Asia ex-Japan
Fiona Cheung, Head of Credit, Asia
Our speakers share the advantages of investing in North Asia and the three crucial trends in Asia right now: more digital, more debt, and less global.
Ronald Chan, CIO, Equities, Asia ex-Japan
Kai Kong Chay, Managing Director and Senior Portfolio Manager, Greater China Equities
Global Macro Outlook 2021 Q4 Back to Goldilocks—the three bears
We highlight the macro factors driving the transitory Goldilocks narrative. Meanwhile, the key downside risks confronting markets can be categorized into three buckets, which we call the three bears.
Investing after COVID-19 – finding lasting opportunities in the new normal
To call 2020 "unprecedented" wouldn't begin to do justice to the depth of challenges individuals and organizations around the world found themselves unexpectedly confronting over the past year—nor the speed with which those challenges arrived.
2021 Outlook – India's growth comeback
India, like many markets in the pandemic, experienced a difficult 2020, with its economy contracting the most since 19521. However, recent data points to the conclusion that the worst may be over as new COVID-19 cases decline and economic activity accelerates.
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