Asian markets a mixed bag in response to inflationary and geopolitical pressures

Region more insulated than most

clock • 4 min read

Asian debt markets are responding in a variety of ways to the inflationary pressures that began last year and the geopolitical ones caused by Russia’s ongoing invasion of Ukraine.

However, while growing consumer prices and slowing growth are pushing stagflation to the front of emerging market investors' minds, Asian debt markets are more insulated from these threats than most. Asia's "idiosyncratic story" remains focused on China, according to Amundi co-head of emerging markets fixed income Sergei Strigo, who said investors had been keeping an eye on developments in the real estate sector over recent months but added that China is "really the only economy which has started counter-cyclical adjustments". Fund selectors urge for more EM ex China funds He added...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Equities

Partner Insight: Attractive yields but narrow spreads - The credit dilemma

Partner Insight: Attractive yields but narrow spreads - The credit dilemma

Arif Husain, Head of International Fixed Income and Chief Investment Officer, Fixed Income at T. Rowe Price
clock 14 February 2024 • 4 min read
Partner Insight: US SMID - Seven questions answered

Partner Insight: US SMID - Seven questions answered

After a bumpy 2023, small- and medium-sized US companies are now in a good place to outperform in 2024, argues fund manager Mark Sherlock.

Federated Hermes
clock 12 February 2024 • 6 min read
Equity funds gather highest inflows in three years as investor confidence returns

Equity funds gather highest inflows in three years as investor confidence returns

Calastone Fund Flows index

clock 07 February 2024 • 3 min read
Trustpilot