Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
This year’s Asia Pacific forum, “Sorting through the noise” provided insights from our global investment and industry experts. We shared lessons from former central banker Jean-Claude Trichet, heard what's next for the Chinese economy from Professor David (Daokui) Li and topical insights including macro-economic outlook, asset allocation trends, ESG investing for net zero, commodity ETFs and private market investments.
Our CMA valuation building block model considers two critical variables when determining a fair valuation for equities: Inflation expectations, and interest rates, which we then compare to current valuations to determine whether they are likely to expand or contract over our forecast period.
This is the third of a 3-part blog series that looks at the energy transition landscape in Asia beyond China. This article homes in on Southeast Asian nations and their focus smart grid infrastructure, electric vehicles, and green hydrogen.
