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Asia Connect: the buying opportunity called Asian equities

BNP Paribas Asset Management
 

Also in this edition: the potential of the Indian equity market and Chinese innovation

In this issue1:

Asia

  • Why any near-term correction in Asian equities after a stellar run should be viewed as a buying opportunity for long-term investors, given the likely acceleration of earnings growth
  • How the centre of emerging market debt looks set to move east… to China where new (overseas) money will be needed to help tackle considerable debt and deficit issues
  • The rising force in the Indian equity market: the immense potential of underinvested domestic investors and underused mutual funds

China

  • How China has evolved from an innovation ‘sponge’ to an innovation leader as research and development spending rises and the government invests in engineering-based innovation
  • Our views on China’s – ultimately credit-positive – progress on structural reforms dealing with debt and default risk
  • How there is value in China’s often-overlooked financial sector as non-performing loans decline, foreign investors look set to step in and net interest margins improve.

1 – Asia Connect is for professional and institutional investors only

The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay.

Investing in emerging markets, or specialised or restricted sectors, is likely to be subject to a higher than average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity, or due to greater sensitivity to changes in market conditions (social, political and economic conditions).

Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.

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