In this market update, we discuss the strength of the equity rally this year, the end of ultra-easy monetary exceptionalism in Japan, and the investment case for gold.
Asia’s big three – China, Japan and India – are back in the spotlight for investors, albeit each for different reasons. Here, the Bedrock Research Team consider the opportunities from their respective equity markets.
Elections are one factor investors in China do not have to consider. But plenty of other challenges have weighed on Chinese stocks, which have retreated heavily in the last three years in the face of domestic and geopolitical risk, a limp post-COVID recovery, an ongoing real estate crisis and an attempted restructuring of the economy towards a new growth model.