As hopeful signs appear—from positive policy steps to an improving economy—the time for some optimism on Hong Kong-China equities appears to be approaching.
Improving domestic conditions across Asia supported by developed market strengthening bodes well for Asian equities in the year ahead.
A closer look at the dynamics shaping today’s high yield bond and loan markets reveals the potential for continued strong performance ahead.
While a number of factors are shaping potential opportunities across Asian equities, Chinese government policies and its stock market could be a wildcard for 2024.
Patience is required as the market is eyeing the government to support China’s economic growth in 2024—but a bottom-up approach remains key.
Despite risks surrounding the direction of the global economy, high yield bonds and loans continue to offer attractive total return potential for long-term investors willing to look beyond the likelihood of near-term volatility.
With heightened uncertainty and widespread risks blurring the outlook, our investment professional explores the future prospect for the global high yield asset class.
The high yield bond market has undergone a fundamental shift over the last decade, with today’s higher-yielding, higher-quality market looking particularly resilient in the face of a potential downturn.
A number of factors are presenting a constructive outlook for Chinese equities—from attractive valuations to policy support—but headwinds remain on the horizon.
We use cookies on our website to provide you with the best experience. By proceeding to our site you agree to our Cookies Notice and our site Terms and Conditions.