Economies may be battered by the Ukraine crisis, inflation, and the ongoing pandemic, but investors can still find good investments in ESG plays, conference hears.
Pandemic-fuelled turbulence and policy risk concerns will have little impact on the long-term investment value of the China stock market, making it attractive to international investors.
The encouraging news about an effective Covid-19 vaccine has strengthened investors’ belief in the recovery prospects of the region's economies and financial markets.
Impact investing aims to identify businesses and organisations pursuing purpose-led activities serving the needs of the global economy and environment. A thematic approach to impact investing seeks to identify opportunities created by pressing issues that can be identified as megatrends – including climate change, access to water and pandemics.
The pandemic has caused asset mispricing, posing both risks and opportunities, but seems unlikely to benefit active management. Meanwhile, liquidity is the top concern for investors in Asia.