We take a closer look at China’s property sector and examine why recent policy developments are moving the sector in the right direction.

We examine the investment outlook for 2022 through lens of three C’s: Covid-19, China and climate, and assess the investment implications. We also examine the strategies that can help investors navigate these three themes and the shifting trends across Asia.

In this quarterly Fullerton Investment View, we look at the challenges and investment opportunities in an environment where earnings growth is slowing and inflation has surged.