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With rate hikes expected to peak in 2023, the search for yield has begun with opportunities starting to open especially in the emerging markets. How investors reshape their asset allocation and investment selection strategies at this important juncture will ultimately define the winners in this space. For example, India is becoming more attractive to global investors with inflation under control and the Reserve Bank expected to pause its interest-rate hikes. China has confounded investors for over a year and sceptics say the fundamentals have irreversibly changed. However, robust policy changes are now starting to be rolled out. Southeast Asia is coming into its own. As the prime beneficiary of the supply chain shifts in the region, there is a need for financing to support growth. Southeast Asian bond markets are becoming a sweet spot with Indonesian bonds being favoured by investors. Meanwhile, environmental, social and governance (ESG) investments have become a permanent fixture for global portfolios. European investors looking to decarbonize their portfolios could turn to Asia's sustainable debt market, which offers plenty of opportunities as Asian borrowers ramp on their green, social and sustainable (GSS) bond issuances.
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The Asset, in association with the Asian Development Bank, is pleased to host this summit which will bring together issuers, investors, policymakers and other stakeholders involved in Asia’s bond markets to discuss the issues, challenges and opportunities in fixed income markets in Greater China.
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Date: Wednesday, 20 September 2023 Time: 3:00 pm to 5:00 pm Venue: Four Seasons Hong Kong
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