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.
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.
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.
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.
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.
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.