Investment insights

We take a closer look at China’s property sector and examine why recent policy developments are moving the sector in the right direction.

Fullerton’s in-house and external experts shed light on the implications of China, Climate Change and Covid-19 for business models, operating environments, economies, markets, and ultimately, investors in 2022.

We examine the investment outlook for 2022 through lens of three C’s: Covid-19, China and climate, and assess the investment implications. We also examine the strategies that can help investors navigate these three themes and the shifting trends across Asia.

In this market update, Kylie Soh, Fullerton’s Fixed Income Product Specialist, examines the recent developments in China’s property sector and what lies ahead for investors.

In this quarterly Fullerton Investment View, we look at the challenges and investment opportunities in an environment where earnings growth is slowing and inflation has surged.