Asia Economic and investment update
In this report we provide an update on how Asia is managing the pandemic, the economic outlook, where we see the greatest investment opportunities, and our investment strategy.
- Asia has managed the Covid-19 pandemic well, keeping per capita deaths low and limiting economic damage relative to most of the rest of the world
- Building from a strong base, we think Asia’s economic outperformance is set to continue as vaccination programs are rolled out and the global economy reopens
- We anticipate a robust period of growth for Asia’s mid-market companies as new companies emerge and existing companies transform and expand to meet rapidly rising regional private consumption and services demand
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