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Quarterly Asia market outlook briefings

Hear the thoughts from our investment experts and economist in our quarterly media briefings covering the macro environment, equity, fixed income and ESG investing outlook in Asia & China.

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

Macro insights

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 ...

Macro insights

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.

Macro insights

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.

Macro insights

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.

Macro insights

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.

Macro insights

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.

Macro insights

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.

Macro insights

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.

Macro insights

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.

Macro insights

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.

Macro insights

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.

Macro insights

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 ...

Macro insights

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 ...

Macro insights

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.

Macro insights

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.

Macro insights

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.

Macro insights

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.

Macro insights

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.

Macro insights

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.

Tomorrow augmented

The rise of the digital economy, growing demographic shifts and the changing climate are just some of the forces fundamentally altering how we work and invest today.

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Macro articles by our Research team

Our Research and Investment Strategy team provides in-depth analysis on various macroeconomic issues, to help you make investment decisions. Read more below.