What challenges are Emerging Asia markets facing in 2022?

The question of Chinese growth dominates the emerging markets debate. What can investors expect from China and Emerging Asia markets in 2022? In this interview, Kiran Nandra, Head of EM Equities Management, Pictet Asset Management, shares which countries and sectors in Asia look the most promising over the next 12 months.

#investing #EmergingAsia #CapitalmarketsTalk

00:43 - Asia is the starting point and, at the same time, the main affected party of the current supply chain disruptions. How much of an impact is this issue having on Asian financial markets?

02:55 - The question of Chinese growth dominates the emerging markets debate. What can we expect from China and Emerging Asia in 2022?

05:18 - The trade conflict between China and the US has moved out of the headlines. To what extent will this issue continue to affect Asian economies?

07:04 - Among international purchasing managers, the China plus one strategy is now considered a must. Which markets in Asia benefit particularly from this risk-avoidance strategy?

08:53 - Inflation and further interest rate hikes in the USA are back in the market as factors. What risk does a stronger US dollar pose for Emerging Asia in 2022?

11:12 - Which countries in Asia offer the best opportunities over the next 12 months? In which industries are investment opportunities opening up?
____

Focus on China:

Asian Fixed Income:

All Capital Markets Talk videos:

Capital Markets Talk Discussion:

Check all videos:

Most popular videos: