As global vaccines are being rolled out, the possibility of a speedy recovery of the global economy and life returning to ‘normal’ increased. This has stirred up interest in the long-ignored value stocks. Hence, investments have started to rotate from the new economy to the old economy. For example, the MSCI China banks index has outperformed the MSCI China index by 25%-pts over the last two months.
However around Asia, there is a resurgence in COVID-19 cases, are we really out of the woods?
What are the bright spots and potential dark ones investors should look at and avoid on the back of the vaccine hope?
Join us for this exclusive LIVE webinar happening on 25th May, 8 – 9 PM.
This time, we have 2 distinguished guests:
Chi-man Wong is the Head of Research at China Galaxy International (CGI). He focuses on strategy research and covers the building materials and brokerage sectors....