We examine the potential alpha you may reap from investing in Chinese assets, and implications of the US-China tensions and COVID-19 pandemic.
Read the paper here.
International tourist numbers to Asia are expected to fall off a cliff in 2020. How should you adjust your portfolio strategies to mitigate its risks and optimise opportunities?
Read the Market Update here.
Asian bond markets have held up better than emerging market peers during the recent market downturn, supported on their generally higher asset quality and strong regional support.
Read about our strategies to navigate the Asian bond markets here.
Fullerton CIO Patrick Yeo shares his views on the opportunities in the Chinese and Asian markets, and talks about the factors that could weigh in on recovery.
Watch the interviews here.
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Read the complete advisory here.