Stephen Chang
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PIMCO’s Asia investment team analyse how domestic policies and external influences are shaping growth trajectories and investment opportunities across the APAC region.
China's economic transformation presents both challenges and opportunities for global markets.
The U.S. Fed’s potential rate cuts should stabilise the Asia credit market overall, but have a mixed impact on the region’s economies.
We believe the two resource-rich economies – once labeled fragile – will be global growth leaders over the next several years, driven by prudent policies and stable macro fundamentals.
China’s central government puts high-quality growth as top priority, along with continued support for business and opening-up.
As the COVID-19 recovery continues, we expect Asia’s growth-inflation dynamics to diverge from the rest of the world, led by China’s long-awaited economic reopening.