2018 could be a break-out year for China, as the country’s economy is propelled by rising consumption, according to Rick Lacaille, global CIO of SSGA.
China is now in a Goldilocks situation, and it should continue in 2018, according to Edmund Yun, Hong Kong-based head of investment solutions at CIC Investor Services.
Push aside concerns about grave threats to China’s economy, it is going to do well in 2017, according to Sean Taylor, chief investment officer for Apac at Deutsche Asset Management.
Global growth, the reflationary environment and the transition from monetary to fiscal policy make global equities attractive, especially in Asia, according to Belinda Boa, Blackrock’s head of active investments for Asia Pacific.
The volatile mix of global divergence in monetary policy and some highly charged geopolitical hotspots should give fixed income fund managers plenty to think about over the coming weeks.