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Outlook & commentary

Active is: Discussing the topics that matter

As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.

Outlook & commentary

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          Year of the Rabbit: luckier for investors?

          Last year was challenging for Chinese equities, as the market was buffeted by Covid lockdowns and a struggling property sector. Investors will be hoping the upcoming Year of the Rabbit is more rewarding, as the macro storm clouds clear, business confidence returns, and key sectors look set to continue to benefit from the government’s drive to increase China’s self-sufficiency.

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          China: Grooming the growth of pet economy

          China’s pet market is growing at a double-digit speed mostly driven by the country's Gen Z that is more prone to purchase high-quality products.

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          15/12/2022

          Winds of change favour China’s advanced tech companies

          China has a long history at the forefront of innovation, and government policy is ensuring it continues that tradition to drive the next stage of the country’s ongoing economic growth story.

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          by Alex Jiang , Jason Hsu , Marco Yau | 26/09/2022

          How China can achieve its ambitious decarbonisation plan

          China’s pledge to achieve net-zero by 2060 appears ambitious, but it is central to the country’s broader strategic interests and the pathway to realising its goal could provide new opportunities for investors.

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          China poised to bounce back

          Allianz Global Investors’ 2022 Asia Conference explored how China’s commitment to pro-growth policies and the economy’s continuing dynamism were helping reinvigorate the country’s long-term investment prospects after a challenging period.

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          12/07/2022

          Mid-year outlook: China’s path out of its perfect storm

          China’s long-term growth trajectory has been derailed by several challenges in recent months, but the government response and the country’s economic momentum should help it find a way through these setbacks.

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          by Virginie Maisonneuve | 29/06/2022

          Investors can pounce on Chinese equity market opportunities in the Year of the Tiger

          After a year in which China’s equity markets were held back by concerns over rate rises and increased regulation, the government has shifted decisively towards pro-growth policies. This creates a brighter outlook for equities in 2022.

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          25/02/2022

          Following recent volatility, will China’s markets roar again in the Year of the Tiger?

          Recent market turbulence in China may have attracted attention, but the country’s transformation story is far from over. The Year of the Tiger could offer multiple opportunities for investors, notably around sectors related to China’s future technologies and climate programmes.

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          26/01/2022

          Why it’s just the beginning for China’s RMB bond market

          China’s efforts to provide greater access to the renminbi bonds market – work that began more than a decade ago – is giving international investors the confidence to increase their holdings.

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          08/12/2021

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