Asia ex-Japan
4.0 Stars - Very Attractive
Macro Outlook
Growth momentum should slow in 1Q22 given rising Omicron cases and moderating export growth. However, we expect a turnaround in 2Q, when the regional economies start to re-open.
Policy direction is still relatively accommodative compared to other EM regions like LatAM and EMEA. Inflationary pressures remain subdued and manageable for many Asian economies.
What we like about
- World is on the cusp of wider scale re-openings, which should act as a major equity catalyst for the region.
- An expected turn around in China equities should greatly uplift regional equities.
- Strong upsides for the region and regional economies given robust earnings outlook and lower valuations relative to EM peers.
Investment Risk(s)
- Greatly exposed to turbulence in China markets.
- High dependency on global recovery and re-opening.
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