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A powerful recovery across Asia

A powerful recovery across Asia
Dhiraj Bajaj - CIO, Asia Fixed Income and Equities

Dhiraj Bajaj

CIO, Asia Fixed Income and Equities
Nivedita Sunil - Portfolio Manager

Nivedita Sunil

Portfolio Manager

On-demande webinar

A powerful recovery across Asia


This on-demand webinar dedicated to Asia and Emerging Market – discusses key investment themes that will drive Asia and Emerging Market Fixed Income in 2021. Our team shared their expectations around various countries’ paths to recovery and discussed allocation preferences across Asia and Emerging Markets from a fixed income perspective.

The Singapore-based investment team behind our award-winning Asia credit franchise of USD 5.7 billion AuM1 addressed the following:

  • Recalibrate extent and impact of higher systemwide indebtness – following a decade of tepid global growth and record debt levels, the Covid crisis has abruptly raised debt levels for Emerging Markets even further and put immense pressure on both sovereign and corporate creditworthiness.

  • Project strength of the recovery – the potent mix of a Biden US presidency, rapid vaccine development, free-trade deals across Asia and China’s rapid closure of its output gap will likely lead to a powerful cyclical recovery across Asia and Emerging Markets in 2021. 

  • Discuss opportunities and allocation preferences – our investment team expects the services-led recession to end in 2021, but the recovery across Emerging Markets will likely be multi-speed, uneven and complex. In fact, some of these countries may never recover from a creditworthiness perspective.


Click here to watch our on-demand Macro Outlook for Asia and Emerging Market Fixed Income webinar 



1 Source: LOIM, as of 30 October 2020. Lipper award winner for 2018 (UK), 2019 (Germany, Austria) and 2020 (Switzerland, Nordics, France) and Fund Selector Asia Platinum Award Winner. Awards and ratings subject to change without notice. Past performance is not a guide to future performance.

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