2H 2023 Market Outlook - Opportunities in Alternatives to China

In our 2H 2023 Market Outlook, we highlighted the risk of a correction in developed market equities after an extended AI rally. Within Asia, we remain positive on #Japan equities on the back of corporate government reforms and its exit from #deflation. While sentiments on #China have turned bearish, we see growth opportunities and attractive valuations in the longer term. We are also positive on #India equities due to ongoing structural reforms and the rise of its middle class. For the risk adverse, short duration, high quality #bonds currently offer attractive yields and act as a hedge to recessionary risks.
Read our full 2H 2023 Market Outlook by Lim Yuin, Chief Investment Strategist and Dawn Leong, Content & Communication Lead: lgidirect.com.sg/2h-2023-mark...
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