The five influential themes driving Asian equities

Focus on 2018

clock • 1 min read

Anh Lu, portfolio manager of the T. Rowe Price Asian ex-Japan Equity fund, looks at the five influential themes Asia ex-Japan equities investors will be focused on over the rest of the year.

Anh Lu, portfolio manager of the T. Rowe Price Asian ex-Japan Equity fund, looks at the five influential themes Asia ex-Japan equities investors will be focused on for the remainder of 2018. Asia ex-Japan has been a major beneficiary of the ongoing global economic growth story, with the region outperforming all other major global equities markets over the past year or so. Continuing global growth, improving business conditions, reform measures and consensus expectations for improved corporate earnings all suggest an upbeat outlook for Asia ex-Japan for the remainder of the year. Howev...

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