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H2 2021 Asia and China Outlook - Media Briefing Highlights (with playback)
AXA Investment Managers (AXA IM) observes that as the global economy emerges from the pandemic, it is buoyed by strong economic growth but must also confront the accompanying inflationary pressures. ...
2021 Asia and China outlook - media briefing highlights (with playback)
Following an unparalleled twelve months, we have entered 2021 with some light at the end of the tunnel. The arrival of vaccines will hopefully mean a swift reopening of economies, and a potential bro ...
Q3 2020 Asia and China outlook - Virtual media briefing highlights
As the global economy is slowly recovering from of a steep recession, the Covid-19 pandemic remains a serious challenge to growth. US-China tensions have escalated beyond trade, penetrating the realm ...
Q2 2020 Asia and China outlook - Riding out the Storm
Three AXA IM specialists discussed the impact of the virus outbreak and what they expect to see in 2020 in the China macro, Asia equity and credit markets.
Expert videos on Asia and China outlook
Our Senior Emerging Asia Economist, Aidan Yao, provides his regular insights on Asia and China outlook. Watch and find out about this fast growing region!
19 insights found
AXA IM Talk on Asia & China Market: Investment outlook for the rest of 2021 in China and Asia
This month our Senior Emerging Asia Economist Aidan Yao is joined by two colleagues, Simon Weston, Head of Framlington Equities Asia, and Celine Fong Investment specialist, Asian Fixed Income. The th ...
AXA IM Talk on Asia & China Market: Why China is still the world’s factory, and upgraded
This month AXA IM’s Emerging Asia Economist, Shirley Shen, shares her latest research and insights on how China manages to upgrade its supply chain status against both trade war and the pandemic.
AXA IM Talk on Asia & China Market: China’s growth disappoints, but structure improves
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.
AXA IM Talk on Asia & China Market: China’s Green Transition: The economic impact and the finance plan
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.
AXA IM Talk on Asia & China Market: China’s Q1: Slower but more balanced growth
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.
AXA IM Talk on Asia & China Market: Decoding China’s ambitious path to ‘Net-Zero’
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.
AXA IM Talk on Asia & China Market: Will Chinese Equities have a bull run in Year of the Ox?
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.
AXA IM Talk on Asia & China Market: Winners and Losers of RCEP
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.
Oct China & Asian Market Insight: “First in first out” - China’s economy continues to lead the global recovery
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.
September China & Asian Market Insight: China’s recovery gains more balance and steam
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.
August China & Asian Market Insight: China’s recovery continues but household remains sluggish
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.
July China & Asian Market Insight: China: V-shaped recovery confirmed
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month. In this month’s video he talks about the V-shaped recovery of Chinese econom ...
June China & Asian Market Insight: Chinese economy regains momentum with major downside risks on the watch
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month. In this month’s video he talks about the recovery momentum of Chinese econom ...
May China & Asian Market Insight: Chinese economy enters the third phase of its COVID-19 recovery
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.
April China & Asian Market Insight: Coronavirus - Beware of a second wave, the economic pains and beyond
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.
March China & Asian Market Insight: Reassessing the ongoing impact of Covid-19
In this month’s video, Aidan Yao talks about the ongoing impact of Covid-19 on China and Asia and its implications on investment.
January China & Asian Market Insight: 2020 Asian Market and Investment Outlook
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest views on China and Asian Market.
AXA IM on China and Asian Market – Nov 2019
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest views on China and Asian Market.
AXA IM on China and Asian Market – Oct 2019
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest views on China and Asian Market.
237 insights found
The cost of climate change: Action versus inaction
Pricing mitigation efforts and assessing the difficulties of comparison
Asia: “Made in Vietnam” Understanding the rise of Vietnam as an export powerhouse
One of the most dramatic economic developments of recent decades has been the integration of emerging market countries (EM) in Asia – defined here as Asia ex-China – into global trade. ...
The cost of climate change: Action versus inaction
Pricing mitigation efforts and assessing the difficulties of comparison
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