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