Global equities continue to face headwinds amid slowing growth. But strong domestic demand could help Asian markets to buck the trendBy Tony Raza, Head of Multi-Asset Strategy, UOB Asset Management2022 was a challenging year for investors, with rampant inflation and rising interest rates weighing on all asset classes. Global stocks sank into a bear market, bonds had one of their worst years in decades, gold and crypto declined, and most currencies weakened against the US dollar. Nevertheless, we think the uncertainties that clouded 2022 are clearing up as global inflationary pressures start to subside.2023 key takeawaysEconomic growth is likely to slow, but a recession is not our base case unless the US sees a significant jump in unemploymentRecession fears are likely to weigh on equity ma

$UOBAM PING AN CHINEXT ETF(CXS.SI)$ Why Invest? Opportunities across multiple sectors: The Fund seeks a wide range of innovative growth companies and sectors that may stand to ride on the materialisation of the megatrends of the future. This includes Electric Vehicles (EV), Clean Energy, Biotechnology and Cloud Computing. Exposure to leading innovations: China leads in 5G/6G telecommunications and has a dominant global market share in EV, EV supply chain (including batteries), and renewable energy such as solar and wind, and Artificial Intelligence (AI) development. Pro-growth policy support: To reduce its reliance on foreign technologies, China is developing its own technology capabilities and is shifting its focus from consumer-focused tech to

Despite the dismantling of China’s zero-Covid policies affecting business activities, we expect the economic environment to normalise after the Lunar New Year. The country’s GDP in 2023, is also likely to be much higher compared to those in the US or Europe. What does this mean for investors moving forward? Read more about our views in the article 

Singapore’s post-Covid recovery has been marred by high inflation and high interest rates  But even amid slow growth, there are companies that are booming while others are in the doldrums. Similarly, within the S-REIT and Singapore credit markets, interest rate uncertainties are resulting in distinct winners and losers. Read

In a higher-for-longer inflation regime, it is even more important to allocate investment assets in a way that achieves higher returns at lower risk. But with market conditions changing so fast, is it possible to be more dynamic when allocating assets? Read

Credit Suisse’s (CS) buyout has resulted in a total write-down of its (Additional Tier) AT1 bonds. What are AT1 bonds and how will this affect Asian bond markets? Read more about our views

$UOB APAC Green REIT ETF(GRN.SI)$ Why Invest? Diversified property holdings: The Fund seeks to invest in high-quality and sustainable real estate across a wide range of sectors and markets. As of December 2022, the Fund’s Top Three sectors were retail, office, and diversified Real Estate Investment Trusts (REITs). Rising opportunities in Asia:  The International Finance Corporation (IFC), a member of the World Bank Group, estimates that by 2030, the green buildings sector within Emerging Markets will see US$24.7 trillion in business investment, driven by the expansion of building construction and the increasing urgency to achieve carbon neutrality1. Change in investor requirements: This Fund meets the growing requiremen

$UOB APAC Green REIT ETF(GRN.SI)$ Why Invest? Diversified property holdings: The Fund seeks to invest in high-quality and sustainable real estate across a wide range of sectors and markets. As of January 2023, the Fund’s Top Three sectors were retail, office, and diversified Real Estate Investment Trusts (REITs).  Rising opportunities in Asia:  The International Finance Corporation (IFC), a member of the World Bank Group, estimates that by 2030, the green buildings sector within Emerging Markets will see US$24.7 trillion in business investment, driven by the expansion of building construction and the increasing urgency to achieve carbon neutrality1. Change in investor requirements: This Fund meets the growing requi

2023 is likely to offer more investment opportunities as key market uncertainties on inflation, interest rates, and economic growth become clearer. By potentially outperforming in both a soft and hard landing scenario, fixed income assets offer a win-win situation for investors. Read our 1Q 2023 Investment Strategy report HERE

$UOB APAC Green REIT ETF(GRN.SI)$ The investment objective of the UOB APAC Green REIT[1] ETF[2] (the “Fund”) aims to replicate as closely as possible, before expenses, the performance of the iEdge-UOB APAC Yield Focus Green REIT Index (“Index”).From its inception on 23 November 2021 to 30 April 2022, the Fund tracked the Index very closely with only very minor performance deviation that resulted from fees and initial deployment.The Fund Net Asset Value (NAV) vs Index, 23 November 2021 – 30 April 2022Source: UOBAM/Bloomberg, 30 April 2022The Index outperformed its non-green REIT indices by 1.40 percent comparing to S&P Asia Pacific REITs Index and by 1.72 percent comparing to iEdge APAC REIT Index year-to-date (YTD).iEdge

China’s GDP forecast for 2023 is set at a modest 5 percent. But there are good reasons to believe that China can exceed this target. Read more about our views HERE. If you are interested in investment opportunitie

$UOBAM PING AN CHINEXT ETF(CXS.SI)$ Why Invest? Opportunities across multiple sectors: The Fund seeks a wide range of innovative growth companies and sectors that may stand to ride on the materialisation of the megatrends of the future. This includes Electric Vehicles (EV), Clean Energy, Biotechnology and Cloud Computing. Exposure to leading innovations: China leads in 5G/6G telecommunications and has a dominant global market share in EV, EV supply chain (including batteries), and renewable energy such as solar and wind, and Artificial Intelligence (AI) development. Pro-growth policy support: To reduce its reliance on foreign technologies, China is developing its own technology capabilities and is shifting its focus from consumer-focused tech to