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Paras Anand

Outlook Asia | Q2 2021

The outlook for Asia for the quarter ahead remains overall optimistic. Find out whether investors should be concerned about the implications of a rising US Treasury yield and what are key areas investors should focus on going forward? 

29 March 2021 | Paras Anand
Asia Outlook Q2 2021

Asia Outlook Q2 2021

Parts of Asia are re-opening and economic activity is resuming. Amidst vaccination rollouts, a rising U.S. Treasury yield and persistent sector rotation, what are key areas investors should focus on? 

26 March 2021 | Paras Anand
Flows vs friction

Flows vs friction

Growth opportunities in post-pandemic Asia are set to propel a long-term boom in equity capital markets, as the region draws in ever greater flows from global investors starved of returns and structurally underweight Asia.

23 March 2021 | Paras Anand
Asia outlook 2021

Asia outlook 2021

Historians may look back on 2020 not only as the year of the Covid-19 pandemic, but also as the year in which Asian economic leadership came to the fore. Here, we look at the outlook for markets in Asia in 2021, and the broader themes to watch in a post-pandemic world.

03 December 2020 | Paras Anand
Asia Outlook: Asian economies demonstrate resilience

Asia Outlook: Asian economies demonstrate resilience

Asian economies have proved more resilient than Western counterparts due to their better handling of the outbreak and mixed capitalism models. Earnings across the region may benefit from greater stability, more intra-regional reliance, positive regional GDP growth, and US dollar weakness.

 
03 December 2020 | Paras Anand
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