The start of the new year is traditionally a time of discarding unwanted presents and disposing of last year’s clutter. But before you reach for the bin, there is a growing range of reuse options available. A burgeoning group of companies are offering solutions to monetise unwanted items and extend the lives of products.
12 January 2022 | Velislava Dimitrova, Cornelia Furse
Former Fed chair Janet Yellen famously said that central bank policy should be like ‘watching paint dry: uneventful, unsurprising and dull. As the Fed removed any doubt that the era of ultra-stimulus is over, 2022 will be anything but boring.
Against a backdrop of the ongoing pandemic, tighter regulation in China, and the prospect of reduced policy support from global central banks, 2021 has not been without its risks. However, as we look to the new year, we see opportunities for careful, bottom-up stock pickers in a wide range of industries across Asia
It is hard to predict how markets will behave in a year’s time. Still, we believe that most emerging economies' underlying structural growth trends will continue to drive corporate earnings and returns for investors over the medium-to-long term. While we remain aware of what is happening on the macroeconomic and political fronts, we will stay focused on the companies we either own or want to include in the strategy to drive alpha for our investors.