Asia Pacific growth: Finding resilient companies even as economies rebound

Focus on high-quality companies

clock • 3 min read
Richard Jones of FSSA Investment Managers
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Richard Jones of FSSA Investment Managers

As many economies have started to bounce back from the worst of the pandemic, we are now back in more familiar territory of the new-old obsessions – central banks, the rate of money-printing and inflation. Markets have sold off on the arrival, as opposed to just the expectation, of better times.

There's been a sizeable rotation in equity markets along with a sell-off in bonds. Bond-like equities, which benefitted most from lower discount rates, have fallen. The most speculative, Covid-bolstered,...

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