Fullerton Insights

Despite being amongst the best performing in 2020, the Chinese equity market is still significantly under-owned by foreign investors. We look at where the Chinese economy and equity markets are headed, and highlight reasons why long term investors should not overlook this investment universe.

Fullerton’s experts discussed the trends shaping the global environment, and shared public and private market strategies that can help investors maximise returns.

Inflation and interest rates will remain low for a prolonged period, and companies will need to navigate key structural trends. The current investment environment is signaling a sweet spot for investors, and is especially conducive for risk assets.

Equities should potentially do well under President Biden, as US fiscal support will likely be significant. Asian equities could also benefit if a more dovish US foreign policy results in US-China relations stabilising and potentially improving.

With greater clarity that the end of the global recession is near, and as earnings growth expectations continue to improve, we have a bullish view on global equities, especially on China and Asian equities.