Accessing Asia's post-pandemic opportunities

Asia's Tech News Daily

Accessing Asia’s post-pandemic opportunities

Ample opportunities can be found in Asia-Pacific, with more than half of the world’s population living in the region, where urbanisation is swelling the cities. The region’s demographics are primed for the next generation of technological innovations incubating in Asia – it has the world’s largest population of “digital natives”.

Transformational trends converging in Asia – some accelerated by the pandemic – could potentially unleash the region’s next wave of growth opportunities.

“Opportunities are where people are. If we take a pair of compasses and draw a large circle on the map with Indonesia at the centre, and China and India also within it, we will find that there are more people living inside than outside the circle,” says Ms Caroline Loke, portfolio manager, Asia ex-Japan equity at PineBridge Investments.

Drivers of post-Covid-19 growth in Asia

With over more than half of the world’s population living in Asia-Pacific1, ample opportunities can be found in the region. Urbanisation is swelling the region’s cities. Asia is projected to have the largest urban population on the planet by 2050 – with implications on essential services, housing and sustainability, among others, for years to come.2

Not only that, the region’s demographics are primed for the next generation of technological innovations incubating in Asia – it has the world’s largest population of “digital natives”.3 This young and tech-savvy population is coming of age amid increasing wealth and consumption power. By 2027, 1.2 billion Chinese will join the middle class – representing a quarter of the world’s total middle-class population.4 Such a scale has implications on spending from electric cars to education, housing to healthcare, food to finance, and more. And in about 20 years, Asia is forecast to generate half of the global GDP and 40 per cent of global consumption.5 Growing demand from Asia could mean a deepening of intra-regional trade and the rise of Asian brands.

Asia’s growing tech muscle in areas such as automation and robotics, artificial intelligence, big data and 5G is built upon a strong foundation of research and development (R&D) over the past decade. The drive for self-sufficiency in technology has given rise to domestic industries that aim to rival global peers. China is now the world’s largest market for industrial robots and domestic automation, and robotics companies are gaining ground, helping to ease labour pressures.6

At the same time, environmental, social and governance (ESG) issues have increasingly moved to the top of corporate and governmental agenda, with China and South Korea leading the way in net-zero carbon emissions goals. Regulatory changes to encourage a greener energy mix, for example, are set to usher in changes to business models – potentially giving rise to new global industry leaders. Ms Loke notes that in the electric vehicle (EV) segment, China is now the largest market and the leading EV makers are in Asia, making this industry truly globally competitive.

Uncovering Asia’s future winners

The evolving landscape of post-pandemic opportunities in Asia is shaping up to be markedly different from previous waves of growth, which were manufacturing-led, and are likely to be accompanied by volatility and disruptions, too. For PineBridge Investments’ portfolio managers, active investing – with the flexibility to position across the full universe – is more relevant than ever in uncovering future winners and mitigating risks.


Asia equities offer a rich ground for finding potential alpha opportunities from these structural changes, with diverse sectors and a growing number of listed companies. In 2020, new listings in Asia picked up, defying the pandemic-induced economic slowdown. For example, Hong Kong IPOs raised the largest amount since 2010 with over 60 per cent of the funds raised by “new economy” companies such as biotech enterprises.7

As opportunities come from all sectors and company sizes and types, having the flexibility to look for the most compelling companies across the full investable universe is key.

Ms Loke says a benchmark-agnostic approach can help capture mispricing opportunities across the breadth and depth of the market, ensuring broad-based and stable sources of potential alpha through market cycles.

“Free from the constraints of index weightings, this approach, which is at the core of our Asian ex-Japan all caps equity strategy, offers the flexibility to adjust capital allocations amid changing company, industry or macro dynamics – making it a potentially better fit for Asia’s constantly evolving markets,” she says.

For investors seeking a market-specific exposure, India encapsulates some of these long-term trends – with growing urban populations, accelerating digitalisation and a shift towards green energy. India equities offer access to world-leading companies in information technology services, pharmaceuticals and chemicals, as well as strong domestic consumption companies.

Ms Elizabeth Soon, CFA, head of Asia ex-Japan equities and India equity portfolio manager at PineBridge Investments, says staying above the market noise and focusing on company fundamentals are essential to successful investing.

“We carefully select companies that can see opportunities in the shifting landscape and navigate their way through the transformation,” says Ms Soon.

On-the-ground research, including company visits and management meetings, is key to assessing the risks and returns of each potential investment, and anticipating and responding timely to market shifts.

Fixed income

In the credit markets, differentiation has become even more important amid dispersion of returns. Asian bonds offer attractive yields to global investors, but investing based on yield alone would miss the nuances at the issuer level.

“Asia is amid an uneven recovery from Covid-19 and transformative structural trends, which suggest significant returns dispersion across the credit spectrum going forward. Selectivity and flexibility in managing your Asian bond exposures across duration, ratings and yield will be key to portfolio returns,” says Mr Arthur Lau, CFA, head of Asia ex-Japan fixed income.

Asia investment grade (IG), for example, is a diverse market in terms of issuer types (from sovereigns to supranationals to corporates), markets and sectors with a dynamic underlying environment, which lends itself well to active investing.

Across IG and high yield, the team leverages locally based research resources and global sectoral reach to examine credit from both the top down and bottom up.

“This deep sector knowledge is combined with on-the-ground insights to help us create a complete credit picture of the potential returns as well as risks. Having the agility to reposition our portfolio according to market conditions is also important, which may be harder to achieve through index tracking,” says Mr Lau.

Asia equities and fixed income are still largely under-represented in global indexes despite efforts to increase the weightings of the region’s growing economies in recent years. Given the scale of structural trends under way, investors may not want to miss out on these multi-year opportunities. Stand-alone, high-conviction portfolios offer an alternative to help investors position for and maximise the region’s full potential in the post-Covid-19 era.

  • To learn more about the mega trends in Asia that are going to reshape the world’s economy, and PineBridge Investments’ Asia equity, fixed-income and multi-asset strategies, visit


1. UN Population Fund, accessed 10 August 2021.
2. See “The Future of Asian and Pacific Cities”, United Nations Economic and Social Commission for Asia Pacific, 2019.…
3. Digital natives are generally defined as persons born after 1980. PineBridge estimated the figure based on UN Population data for 2020. There are 3.5 billion people in Asia aged 49 years and under, more than any other region in the world.
4. See “China’s Influence on the World’s Middle Class”, Brookings Institution, October 2020.…
5. See “Asia’s Future is Now”, McKinsey, 14 July 2019.
6. International Federation of Robotics, as of September 2020.
7. Hong Kong Stock Exchange, as at 31 December 2020.


All investments involve risk, including the loss of principal amount invested. Past performance is not indicative of future results. The information presented herein is for illustrative purposes only and should not be considered reflective of any particular security, strategy or investment product. It represents a general assessment of the markets at a specific time and is not a guarantee of future performance results or market movement. This material does not constitute investment, financial, legal, tax or other advice; investment research or a product of any research department; an offer to sell, or the solicitation of an offer to purchase any security or interest in a fund; or a recommendation for any investment product or strategy. Any views expressed represent the opinion of the manager and are subject to change. Views may be based on third-party data that has not been independently verified. PineBridge Investments does not approve of or endorse any re-publication or sharing of this material. You are solely responsible for deciding whether any investment product or strategy is appropriate for you based upon your investment goals, financial situation and tolerance for risk. We are not soliciting or recommending any action based on this material. In Hong Kong, this document is issued by PineBridge Investments Asia Limited, a company incorporated in Bermuda with limited liability. This document has not been reviewed by the Securities and Futures Commission (SFC). Investors should note that the website and any other websites (including any contents therein) referred to in this document have not been reviewed by the SFC. In Singapore, this document is issued by PineBridge Investments Singapore Limited (Company Reg. No. 199602054E), licensed and regulated by the Monetary Authority of Singapore (MAS). This advertisement or publication has not been reviewed by the MAS. Investors should note that the website and any other websites (including any contents therein) referred to in this document have not been reviewed or endorsed by the MAS.

Accessing Asia’s post-pandemic opportunities

Internet Explorer Channel Network
Asia's Tech News Daily
News Related


One provision of the child tax credit that Democrats are fighting to make permanent may slash poverty by 19%

Mother Ladayna Jordan, left, leads her children, Alayna, Aedan, Aaliyah and Ahmier Davis, left to right, to the front door of Normont Elementary School on the first day of in ... Read more »

Things are looking up on the money side for Singaporeans: OCBC survey

SINGAPORE- After a year of pandemic-induced money struggles, Singaporeans are beginning to see a ray of hope about their financial affairs, says the third instalment of an annual survey by ... Read more »

If you don't get a 5% raise this year, you aren't necessarily taking a pay cut due to inflation. Here's why

HOUSTON, TEXAS – JUNE 09: Employees speak together at a Chipotle Mexican Grill on June 09, 2021 in Houston, Texas. Menu prices at the Chipotle Mexican Grill have risen by ... Read more »

The ‘Great Resignation' is altering the workforce dynamic — maybe for good

Sara Adamski Courtesy: Sara Adamski After the Covid-19 pandemic hit, Sara Adamski knew she had to make a job change. At the time, the 26-year-old was a cook in a ... Read more »

How to become an entrepreneur — while you're still in college

As the founder and director of two entrepreneurship-focused programs at Stevens Institute of Technology, Launchpad and iSTEM, I have overseen the creation of 12 officially incorporated enterprises, with many more on the way. It took about three years ... Read more »

From Buy Nothing to Freecycle, gifting groups help bolster budgets and build community

kate_sept2004 | E+ | Getty Images When Sherose Badruddin, 38, joined her local Buy Nothing group in Chapel Hill, North Carolina, five years ago, she did it purely to save ... Read more »

Will business travel be the same again?

(REUTERS) – The unprecedented halt to air travel during the Covid-19 pandemic cut planet-warming emissions, saved companies billions of dollars in tickets, and benefited staff who can lose weeks of ... Read more »

How to negotiate the salary for your first job offer

Getting your first job offer is exciting — joining the full-time workforce can mean a salary, benefits, and a path to financial independence.  But before jumping to accept an offer, ... Read more »

Here's what your monthly budget will look like if you retire with $750,000

There are an endless number of strategies that you can use to plan your retirement. Cashing out a set percentage of your investments every year once you retire can be ... Read more »

Ways to protect your health coverage from life's uncertainties

Manulife’s health and insurance plans, like LifeReady Plus (II), can help you plan for every stage of your life, with coverage that is customised to your needs. PHOTO: GETTY IMAGES ... Read more »

Here's the strategy this couple used to save $1.3 million and retire in their 30s

You've probably heard of “The Great Resignation” at this point. Justin McCurry was what some would call an early adopter. He and his wife planned to retire from their jobs ... Read more »

'We don't regulate euphoria,' says former SEC chairman Jay Clayton, who breaks down why social media will likely continue to influence investing

Jay Clayton speaking at the 2019 Delivering Alpha conference in New York.Adam Jeffery | CNBC Social media frenzies have encouraged retail investors to jump into meme stocks and certain cryptocurrencies, ... Read more »

Wealthy Singapore investors thinking of relocating family members: Survey

SINGAPORE – More wealthy Singapore-based investors are thinking of relocating family members either to the Republic or elsewhere than their peers in the region, according to a report out on ... Read more »

6 budget hacks to get your financial life on track

Getty Images The idea of making a budget may make your eyes glaze over. Yet it is fundamental to achieving financial wellness. “It's really hard to make any plan or ... Read more »

Envy Global's Ng Yu Zhi slapped with 18 more charges over billion-dollar nickel trading scheme

SINGAPORE – Businessman Ng Yu Zhi, who is embroiled in one of Singapore’s biggest investment fraud schemes, was slapped with 18 more charges over his role in a nickel trading ... Read more »

How billionaire Charles Munger got into properties

(BLOOMBERG) – Billionaire investor Charles Munger made a well-timed bet on suburban apartments in California – thanks to a neighbourhood teenager who showed up at his house with a Hebrew ... Read more »

Robinhood takes aim at college students

(NYTIMES) – Robinhood, the free stock-trading app with 21 million active users and counting, is about to hit the road for a college coffee house tour to drum up new ... Read more »

What has changed about the wealthy

Deck: Inheritors are shaking off the stereotype of the do-nothing trust fund kind Paul Sullivan (NYTIMES) – I began writing the Wealth Matters column in December 2008. The column was ... Read more »

Greenwashing threat grows with rise of sustainable investing

The growing threat of greenwashing in sustainable investing could result in resources and attention being diverted away from the world’s pressing sustainability needs. If you are among the growing number ... Read more »

As fears about inflation increase, here's how to protect your portfolio

Experts are sounding the alarm about inflation, and that has Americans worried about their retirement. Billionaire hedge fund manager Paul Tudor Jones told CNBC Wednesday that inflation poses a major ... Read more »

Suze Orman: Don't get a joint bank account. Here's how couples should budget their money

Money can be a sore subject in any relationship. Sharing bank accounts with your partner may make your budget issues even worse, according to Suze Orman, host of the “Women ... Read more »

The Great Resignation: Why millions of workers are quitting

Americans are leaving their jobs in droves. In August 4.3 million Americans quit their jobs. While some people have left the workforce entirely, job security and better pay are top ... Read more »

These are the top 10 retirement spots in the U.S.

Anya Berkut | Getty Images The Covid-19 pandemic has changed how many Americans view their retirement, whether it is pushing it back or starting it earlier than planned. Yet one ... Read more »

The Great Resignation may lead companies to offer employees financial wellness benefits

Pekic | E+ | Getty Images American workers are financially stressed and employers are starting to listen. Whether it is a response to the Covid-19 pandemic, the threat of losing ... Read more »

Signs of severe overpricing in key US markets

(NYTIMES) – The prices of stocks, bonds and real estate, the three major asset classes in the United States, are all extremely high. In fact, the three have never been ... Read more »

These homes are built with big 3D printers

A row of 3D printed homes in Nacajuca, Mexico. (NYTIMES) – Mr Pedro Garcia Hernandez is a carpenter in the south-eastern Mexican state of Tabasco, a rainforest-shrouded region of the ... Read more »

Retiring with $500,000: How much money you'll have in your monthly budget

Nobody wants to run out of money in retirement. Experts recommend taking up to 4% of your total nest egg annually in retirement as a way to make your funds ... Read more »

A majority of Hispanics aren't saving for retirement. Lack of financial knowledge is a factor, expert says

BraunS | E+ | Getty Images Many Hispanic Americans aren't saving enough — or at all — for retirement. More than two-third of Hispanic households aren't putting aside anything through ... Read more »

Here's how much your Social Security check will increase in 2022

Social Security beneficiaries will see a 5.9% increase to their monthly checks in 2022. That's much more than the 1.3% adjustment made for 2021, and the largest increase since a ... Read more »

3 lessons for first-time investors from a financial advisor

Individuals need to take control of their money, and while the pandemic upended the personal finances of many Americans, it also has made many more people aware of the need ... Read more »

Junior Achievement and CNBC host students to discuss sustainability, alternative energy and the health of the environment

Featuring the next generation of young leaders, CNBC and Junior Achievement explore the role of entrepreneurship, social enterprise, corporate social responsibility and the future of work while creating a more ... Read more »

Education Secretary Miguel Cardona says personal finance lessons should start as early as possible

There's a growing push for students to get personal financial education in high school. But, according to U.S. Secretary of Education Miguel Cardona, that might not be early enough. “When ... Read more »

Education Secretary Miguel Cardona on mask mandates, student loan forgiveness and financial education in elementary schools

Current Secretary of Education Miguel Cardona joins CNBC's Senior Personal Finance Correspondent Sharon Epperson to discuss his strategy on starting financial education earlier in schools, community college as a way ... Read more »

How financial empowerment helped one woman rise up from poverty

For poet and educator Jessica Helen Lopez, empowerment and financial knowledge go hand-in-hand. Lopez, who lives in Albuquerque, New Mexico, and was the city's poet laureate from 2014 to 2016, ... Read more »

Celebrity chef Guy Fieri: Put these 3 foods on your grocery list if you want to start cooking on a budget

Cooking at home can be an obvious choice for anyone tightening up their budget. But if you're not careful, you may find yourself cooking and eating the same dish every ... Read more »

The Straits Times Invest bags award for community investor education

SINGAPORE – Managing personal debt and building a retirement nest egg can often be complicated tasks for the man on the street to grasp, but these are some of the ... Read more »

Property no longer the best retirement investment in S'pore: DBS report

The DBS report also showed that the average property price per square foot has jumped 50 per cent since 2010. SINGAPORE – Property has long been seen as a pot ... Read more »

Banks cashing in on ESG bonds amid climate crisis

About US$750 billion worth of ESG-related bonds have been issued this year, compared with US$468 billion during all of 2020. (BLOOMBERG) – While many banks have been condemned for contributing ... Read more »

Future of work should mean working less

To limit work’s negative moral effects on people, we should set harder limits on working hours. (NYTIMES) – A dozen years ago, my friend Patricia Nordeen was an ambitious academic, ... Read more »

When frequent floods make insurance costly

A storm-damaged house at a busted levee on the beach after Hurricane Ida swept through early last month in Grand Isle, Louisiana. (NYTIMES) – Climate change is going to hit ... Read more »
On you will find lots of free English exam practice materials to help you improve your English skills: grammar, listening, reading, writing, ielts, toeic