Eastspring backs commodities and Asia fixed income in year of volatility.
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Eastspring backs commodities and Asia fixed income in year of volatility.
Lombard Odier has turned positive on China fixed income in anticipation of policy loosening.
Haitong International Asset Management believes the market will gradually recover after taking a huge hit in 2021.
But the firm remains nervous about China property borrowers.
More Chinese property companies are in trouble and suffering credit downgrades.
Retail property prices have “weathered the worst” and are at low valuations, according to the head of Hong Kong’s oldest Reit.
Despite capital controls, Chinese investors still contributed 47%, or $28.2bn, of Asian outbound real estate investment in 2016, according to CBRE.
In the first half, 60% of Asia’s outbound property investment was from the mainland, according to CBRE Asia-Pacific.
The sector has a strong outlook supported by the country’s policies.
Even as China’s economy is slowing, 49% of the investors said the country offers the best investment opportunities followed by ASEAN countries (26%) and India (17%). The optimism comes from better economic growth prospects relative to other global economies, rising population and consumption, along with reform initiatives in some countries like India, China and Indonesia. […]
Part of the Mark Allen Group.