Investment strategies from our Asia specialists

Understand key market drivers and the latest trends via regular updates from our Asia experts.


Seek exposure to China’s recovery and long-term development initiatives

Surging COVID infections and public discontent over pandemic restrictions may have raised doubts about China’s recovery, but have also accelerated the journey towards re-opening. We believe China presents a powerful cyclical recovery play in 2023, as well as potential in sectors linked to technology development and an aging society.

Seek exposure to China’s recovery and long-term development initiatives

Surging COVID infections and public discontent over pandemic restrictions may have raised doubts about China’s recovery, but have also accelerated the journey towards re-opening. We believe China presents a powerful cyclical recovery play in 2023, as well as potential in sectors linked to technology development and an aging society.

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