Market Update – a deep dive into China reopening, bonds and more

Our APAC Market Strategists take you through a market update to help you position for 2023. We will cover the potential for a recovery in bonds, what the chatter on China's reopening might mean, and how the US-China relations will impact regional and global markets.

Key topics are:
  • With interest rates having risen to much more attractive levels, bonds are finding a place again in investors’ portfolios
  • China’s credit impulse has bottomed and incremental signs of gradual relaxation of China’s pandemic control measures mean it may be time to look at the investment case for Chinese equities
  • Introducing StockConnect, through which you can invest in over 1,600 China A-shares and 83 A-share ETFs to get thematic exposure to China’s economic recovery
  • Geopolitics and its impact on Asia
  • Regional and global equity/commodity plays to position for China's recovery

Charu Chanana, Market Strategist, Singapore
Redmond Wong, Market Strategist, Greater China
Jessica Amir, Market Strategist, Australia

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