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Issue 05, March 2022: Omicron and Fed’s Hawkish Tilt Exert Pressure

03/03/2022
Nine themes for investing in China’s transformation

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

08/06/2022
Indonesia's Economy to Outperform Asian Peers
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Market & Model QuickUpdate
Issue 05, March 2022

03/03/2022

Omicron and Fed’s Hawkish Tilt Exert 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.

Stay vigilant on Omicron and the Fed’s hawkish tilt

The Omicron variant has started spreading across Asia, raising new challenges to the reopening of the Asian economies. In addition, a hawkish tilt of the US Federal Reserves’ monetary policy is likely to pressure the current account deficits of some Asian economies.

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Explained: Fed’s hawkish tilt and its impact on Asian currencies

The Fed’s move towards tighter monetary policy may fuel dollar strength. The short video explains how the Fed’s hawkish tilt will exert pressure on Asian currencies, especially Indian Rupee, Indonesian Rupiah and Philippine Peso.

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Long-Term Capital Market Assumptions – Highlights, Released in Q1 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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