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Issue 06, June 2022: Indonesia's Economy to Outperform Asian Peers

08/06/2022
Indonesia's Economy to Outperform Asian Peers

Issue 07, August 2022: Slowing Developed Markets, Recovering China

26/08/2022
Slowing Developed Markets, Recovering China
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Market & Model QuickUpdate
Issue 06, June 2022

08/06/2022

Indonesia's Economy to Outperform Asian Peers | In the following short videos, Christiaan Tuntono, Senior Economist for Asia Pacific at Allianz Global Investors provide insights on macroeconomics and what to expect for Asian markets over the forthcoming months.

Three macro drivers impacting Asia

We identify responses to Covid-19, rising US rates and surging commodity prices as the three main macro drivers impacting Asia. Investors should stay cautious on Asian equities, bonds and currencies. Within Asia, Indonesia and Malaysia stand out as the beneficiaries given their net exporter status.

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China vs. Indonesia

The short video highlights the impact of the key macro drivers on the two economies (China and Indonesia), which are likely to be at the two ends of the spectrum. In our view, Indonesia is in a better position in comparison and has emerged as the outperformer among Asian economies.
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Long-Term Capital Market Assumptions – Highlights, Released in Q2 2022

Regularly we review and update our assumptions. The analysis is prepared by risklab, a global team of more than 60 investment and risk advisory experts within Allianz Global Investors. The short paper provides an at-a-glance view of our estimates of asset class returns, volatilities and correlations, which are derived based on risklab's proprietary Capital Market Model.
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