What are the opportunities for Asia investors over the next six months? According to Eastspring Investments how vaccination programmes progress is crucial. “Economic activity can only pick up when vaccination rates rise and domestic consumption returns on the back of higher consumer confidence,” it says in a recent market outlook.
In China, Eastspring experts see opportunities in technology stocks and property management and logistics companies, among others. Asean markets continue to struggle with Covid-19, but remain attractive in the long term, the investment manager believes – if the political environment remains stable and consumer spending recovers.
Read the full insight including other Asian markets at www.Eastspring.com/lu.