Asia’s reputation as a high growth region came under pressure over the last few years, as the growth premium narrowed. However, it appears as though the growth premium has bottomed out and is now beginning to re-gain some ground. As global growth also improves, the high beta nature of Asian economies begins to work in their favour, not against them. This higher return potential suggests that Asian equities are increasingly relevant in an investor’s asset allocation, even when considering the higher risk nature of the region.
 

In this paper, we discuss…

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About the Author

Casey McLean is an Asian Equities Portfolio Manager / Analyst based in AMP Capital’s Hong Kong office. He has over 14 years’ of financial services experience in funds management, private client and capital markets. Since 2004, he has been involved in managing global, Asia Pacific and Australian equities. He holds a Bachelor of Business from the University of Technology, a Graduate Certificate of Applied Finance and Investment from FINSIA and is a CFA Charterholder.