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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.

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Asian Quality Bond Monthly Review and Outlook

    Author: Publish Date:

    A monthly review and outlook of the Asian Quality Bond market.

    Author: Publish Date:

    Key highlights - as at August 2016 

     

  • The US Fed Chairman Janet Yellen stated that recent developments had been a little more positive and even though economic growth has not been rapid, it has been sufficient to generate further improvement in the labour market.
  • Moving well into the second half of 2016, the uncertainty around growth outlook is set to heighten hot on the heels of the UK BREXIT vote.
  • Eurozone’s economy has been resilient this year, underpinned by strong domestic demand amid easy monetary policy, low oil and commodity prices and improving labour markets.
  • We see Asian credit valuation as fair at this juncture factoring in the narrowing spread premium versus US peers, weakening trend in credit metrics and an uncertainty global growth outlook.
  • We remain positive on Asia’s longer-term fundamentals and its ability to ride through this period of uncertainty.
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    First Sentier Investors became a Certified B Corporation in November 2022 with a score = 107.2, noting that the passing score is 80. Please visit the B Corp Directory to view our report and for additional information regarding the assessment process.

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