Asian equities: embracing rising volatility

Opportunities exist for investors who look at the fundamentals of stocks and positive trajectory of economies in Asia ex. Japan

Jun 26, 2018 | Invesco Asian Investment Team

Volatility has been consistent across Asia ex. Japan since the beginning of 2018, with geopolitical events such as strained talks with North Korea and protectionist rhetoric from the US contributing to rising uncertainty. There is less cause for alarm however, as many positives still exist.

We think Asian equities remain attractive due to:

  • ongoing and positive economic growth occurring in places like China and India.
  • further policy implementation in China is opening it up to the world in new ways, re-enforcing the government’s message of being a global partner.
  • solid fundamentals and valuations returning to historical averages after a shift in January this year.
     

Click Download PDF to read our Asian Investment Team’s latest views.