Outlooks 2021: Asian Equities, China and Europe
Outlook 2021: Asian equities
Will the recent market rotation in Asia continue in 2021?
Highlights:
• Less of a “winner takes all” market; a broader range of sectors and companies to lead.
• E-commerce and tech sectors’ rise to continue.
• China remains the most interesting market in the region.
Click here to download the full Asian equities 2021 Outlook by Toby Hudson, Head of Asian ex Japan Equity Investments
Outlook 2021: China
China’s economy is set to continue to recover in 2021. Schroders’ equities and debt fund managers, together with our emerging markets economist, look at what's in store.
Highlights:
• Economic growth in China is set to accelerate in 2021 as the recovery continues and the impact of stimulus measures launched this year feed through.
• In equities, sectors providing exposure to long-term growth themes in China should continue to outperform. A broad global economic recovery should also support cyclical sectors where valuations are still cheap relative to growth sectors.
• In Chinese bonds, sound economic fundamentals, attractive valuations and a positive outlook for the renminbi should all prove supportive.
Click here to download the full China 2021 Outlook.
Outlook 2021: Europe
Schroders investment experts look ahead to Europe's prospects for 2021, with a focus on the potential for market rotation, sustainable investing, innovation, smaller companies, and private equity.
Click here to download the full Europe 2021 Outlook.
