The global recovery is expected to remain intact in 2022 despite a slower China, sticky inflation, and less supportive fiscal and monetary policies. These dynamics, together with existing and emerging trends will present fresh opportunities for investors in the new year.
As policies turn less supportive, EM equities and Asian bonds appeal on cheaper valuations.
Dec 2021 | 5 min read
China’s common prosperity goal still presents attractive opportunities.
New growth drivers will power Asia’s next phase of expansion.
Investors should get better at doing good as climate concerns intensify.
Megatrends will spark new opportunities but watch out for potential pitfalls.
Watch our 2022 Market Outlook video