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Issue 08, November 2022: Asia Under Pressure

23/11/2022
Slowing Developed Markets, Recovering China

Issue 09, March 2023: Optimism Over China - It's not just about reopening

09/03/2023
Optimism Over China - It's not just about reopening
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Market & Model QuickUpdate
Issue 08, November 2022

23/11/2022

Asia Under Pressure | 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.

How rising rates and inflation affect Asia

The Asian markets are being pressured by rising US rates and lower but still evaluated crude oil prices. Some Asian economies can become more vulnerable under the current macro environment. The video highlights six key factors which are used to evaluate the level of vulnerability in our analysis.

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Assessing China’s property sector risk

In China, property sector risk has come to the forefront at the onset of the mortgage boycotts on unfinished housing projects. Could it lead to a systemic risk in the Chinese banking system? The video discusses the potential impact of banks’ loan losses associated with boycotted mortgages and lending to property developers.

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Long-Term Capital Market Assumptions – Highlights, Released in Q4 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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