geopolitical risks

Asian equity markets have underperformed developed markets since around the taper tantrum in 2013, driven partly by monetary policy and tax cuts in the US and partly by investors’ caution on Asia.

While valuations in emerging bond markets may look fairer after solid performance in 2019, we believe various factors remain supportive to the outlook.

Heightened volatility here to stay

Recent sharp movements are 'rare'

2019 was marked by US dollar appreciation

What investors need to add to their checklists for the next 10 years

Not all economic indicators have turned green

A return to safe-haven stocks

Growing hope for new riches in Lunar New Year

Which will evolve and which will wither?