As global vaccines are being rolled out, the possibility of a speedy recovery of the global economy and life returning to ‘normal’ increased. This has stirred up interest in the long-ignored value stocks. Hence, investments have started to rotate from the new economy to the old economy. For example, the MSCI China banks index has outperformed the MSCI China index by 25%-pts over the last two months.
However around Asia, there is a resurgence in COVID-19 cases, are we really out of the woods?
What are the bright spots and potential dark ones investors should look at and avoid on the back of the vaccine hope?
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Chi-man Wong is the Head of Research at China Galaxy International (CGI). He focuses on strategy research and covers the building materials and brokerage sectors.Industry Experience: He has 18 years of experience in the equity research industry. Prior to joining CGI in 2012, he worked as an analyst in both Chinese and foreign investment banks, including Phillip Securities,Everbright Securities, and Piper Jaffray Asia.
Adrian Chew is the Vice President, Sales and Product Strategy (S.E.A) at CSOP. At CSOP Asset Management, Adrian oversees ETF investment solutions for Brokers, Wealth Managers, and Family Offices in Singapore. Adrian is also part of a team responsible for developing sales strategy and strategic partnerships with institutions in South East Asia. Prior to joining CSOP Asset Management, he worked for RHB Asset Management where he was a Business Development Manager for mass and affluent Investors, Wealth Managers, and Intermediaries. Before that, Adrian was working for Phillip Securities and CGS-CIMB Securities in various roles, including equity advisory sales and trading, Business and Product Development.
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