Investment perspectives from New Capital, an EFG brand

Outlook 2022: New Capital Asia Future Leaders Fund


Pixabay CC0 Public DomainCity of Ho Chi Min, Vietnam. Ho Chi Min
  1. "We are much more constructive on the Chinese market going into 2022: valuations look particularly attractive compared to the rest of Asian markets and US markets; the PBOC has signalled new monetary stimulus, and regulatory negative pressures regarding internet names appears to be fading."
  2. "Outside China, we remain constructive on India with valuations historically high, and Vietnam and Indonesia due to superior real GDP growth rates compared to the rest of the ASEAN region."