Asia ex-Japan 2023 Market Outlook
Also Interesting
We remain relatively constructive on Asia ex‑Japan equities for 2023. The short-term setup for China and North Asia looks attractive: Valuations are at cyclically depressed levels, and the markets are very under-owned by global investors. We are seeing clear signs of China reducing COVID restrictions and providing more support to the property sector. This should bode well for earnings in 2023 should this direction of policy travel continue. We are also expecting inventory correction in the technology sector …
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