When Opportunities Knock in Asia
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Date
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SATURDAY, 1 MAY 2021
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| Title | When Opportunities Knock in Asia |
| Webinar Details | Gross Domestic Product (GDP) in Emerging Asia is expected to rebound strongly and potentially outpace Developed Markets in 2021.
When opportunities come knocking, the question lies at where should you be investing?Are Asian equities the asset class of choice? Will REITs be favoured over Bonds? Reserve your slot today for an exclusive live session with Fullerton Fund Management’s Portfolio Manager, Lee Guo Quan to find out his investment strategy. |
| Host | Zoey Tay
Investment Advisor |
| Speaker(s) | Lee Guo Quan
Portfolio Manager |
| Registration Link | https://primetime.bluejeans.com/a2m/register/hsezxbdh |
| Post event Key Takeaways |
. Asian economies are normalizing. China leads the way, recording a pick up in retail sales & GDP growth of 18.3% annualized rate in Q1’2021. Semiconductor shortages worldwide increases focus on Asia’s manufacturing powerhouse like Taiwan and South Korea, these two countries make up 70% of the world’s semiconductor production.
. Shopping malls in transportation nodes in Singapore have seen a recovery in foot fall while industrials and data have seen strong demand. Real Estate Investment Trusts that invest into these asset classes have seen a pick up in demand. . Investors who are concerned about rise of treasury yield can take comfort in that in previous rate hike cycles where rates were steadily rising in a positive growth environment, corporate bonds had delivered positive return. Corporate bonds that deliver consistent cash flow has a place in a diversified investment portfolio. |