25 min read 17 Jul 20
Summary: In line with global economies, a recession scenario appears likely for the five developed Asia Pacific economies this year. However their relative preparedness in handling the pandemic and governments’ strong fiscal and monetary support means they are expected to recover relatively quickly from H1 2021 onwards.
This paper highlights the structural shifts that are likely to be reinforced by COVID-19 and how these can be leveraged by investors to help future-proof their investment portfolios. Key areas of opportunity include:
The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested.