PineBridge Investments provided opinions of the economic outlook in China and Asia. Here are the highlights.
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How has the lockdown in China affected the import/export shipping timelines and costs? Will China's reopening cause input prices to make a comeback?
Shipping cost has come down dramatically recently, mainly due to the high inventory level in destination countries like U.S. & Europe. Hence, shipping costs may remain...

, Investment managers from Abrdn shared his outlooks and strategies on some hot themes, here are webinar highlights.
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It has been a very tough two years for stocks in China, with the MSCI China Index down by almost half since the end of 2020 . As a result, China is now one of the cheaper markets. On 2023 expected earnings, the MSCI China Index is trading at about 9x PE, compared to about 11x for the MSCI Emerging Markets In...

", Wellington’s Investment Strategist Jeremy Butterworth shared the topic Navigating the uncertainty, reasons for optimism. Here are Jeremy highlights.
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Futu: What is the outlook from Wellington management, and how do you know we can navigate uncertainty right now?
Jeremy: This year, the market has had a myopic focus on one factor: inflation. Inflation has had a profound impact on the central bank's reactions...

Key points provided by Wellington Management
On September 24, 2022, Wellington Management was invited to participate in the Fortune Investment Strategy meeting. Wellington’s Investment Strategist Jeremy Butterworth shared US market outlook—Navigate through Opportunitiesand Risks.
Could you please share your view about current inflation?
The current CPI of U.S. inflation has over the last 75 years or so. Inflation has...

Key points provided by BNY Mellon
1. Mobility Innovation is the disruptive, transformational shift in how we use, power and control all means of mobility.
2. This innovation is supported by four catalysts in 1) Environment – concern over pollution and health; 2) Regulatory – road safety requirement and solving urban congestion; 3) Consumer – Change in demographics and changing consumption behaviours; 4) Technology – Digital transformation and new...

Key views provides by Pinebridge
1. Every indicator showed signs of weakening and discouraging. When do we start to see the turnaround? Any sign or indicator that we should consider?
One of the key reasons we have been cautious about risk and reducing our equity exposure is the inconsistency between a deteriorating macroeconomic outlook and companies' strong forward earnings estimates. Our base case is that the Fed's push to tighten financial conditio...

The sudden Russia-Ukraine conflict has sent the capital market on a roller coaster ride. We’ve seen great volatility in global capital markets, the surge of gold and agricultural product prices, and not to mention the record-high LME nickel price in the recent 15 years ......
In fact, global stock markets already saw a retracement early this year based on expectations that the Fed and other central banks will phase out the stimulus ...

Last week, the Federal Reserve raised interest rates'boots fell to the ground'', attracted the attention of the global market. On March 16, local time, the Federal Open Market Committee (FOMC) decided to raise the federal funds rate range to 0.25%-0.5%, the first time the Fed has raised interest rates since December 2018.
So, standing at such a critical time, how to invest?
In addition, many investors will have a series of d...

Last week, the Federal Reserve raised interest rates'boots fell to the ground'', attracted the attention of the global market. On March 16 local time, the Federal Open Market Committee (FOMC) decided to raise the federal funds rate range to 0.25%-0.5%, the first time the Fed has raised interest rates since December 2018.
So, standing at such a critical time, how to invest?
In addition, many investors will have a series of doubts recently: how to l...

Under the background that the capital market has not been calm recently, and the conflict between Russia and Ukraine is getting worse, what are the dangers"and opportunities? In this regard, Schroders Investment issued the latest view.
The specific views are as follows：
We explain how the recent increase in market volatility compares to history as the shocking events in Ukraine unfold. The Russia-Ukraine situation is a hum...