Our new CIO Special – Asia: recovery to prove resilient – looks at the economic and investment outlook in Asia.
Topics covered include:
- Regional economic recovery is likely to prove resilient to continuing COVID-19 outbreaks
- Chinese consumption will help drive China’s recovery in the remainder of 2021. We continue to like Chinese equities due to the solid macro fundamentals.
- India’s economic recovery will probably be assisted by a pick-up in vaccination rates and earnings growth expectations should support equities.
To download a PDF of the full report, please click here.
To download a PDF of the full report in Italian, please click here.