Why Asia c_老虎社区_美港股上老虎

吴家琦
2022-06-13

Why Asia could be performance engine of world for H2 2022

In summary, these are the 3 Key Reasons. More to come in our Vantage Point H2 Outlook 2022

ASEAN Re-imagined

- More FX flexibility

- More central bank independence bank FED

- Different growth and inflation challenges

- Localized sovereign challenges differ

China Re-opening

- Short term reprisal…reopen/PCR/political stability

- All medium term fear around ZCS

- Equity offers buffers: valuation/balance sheet

Japan re-visit

foreign M&A through weak yen

- inflation protection trades still available today

- re-opening trade still strong

- household savings still high/supportive

- Japan upper house elections supportive of showing strong post covid economy

- corporate earnings resilience

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