瀚亚投资：2023年投资市场展望报告-引领全球重构（中译版）（27页）.pdf

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1、12023 Market Outlook Navigating the global reset2023 Market OutlookNavigating the global reset in bringing youto the forefront of Asia.2023 Market Outlook Navigating the global reset2Foreword We will probably be past peak Fed hawkishness in the second half of 2023.3 Mapping another new normalInvesto

2、rs need to adjust to an environment where inflation and interest rates remain high.4 Tracking Chinas re-openingThe potential upside for Chinese assets is attractive as the Chinese economy re-opens.9 Embracing a different AsiaAsias investment universe is becoming more diversified,offering multiple op

3、portunities.13 Charting sustainability pathwaysMore Asian corporates are making efforts to improve their sustainability roadmaps.18 Pursuing resilience amid volatilityBeing nimble and proactive is important during periods of high market volatility.22 ContentsThe articles in this document have been p

4、roduced by Eastspring Investments(Singapore)Limited.Please see important disclaimer at theend of the document.2023 Market Outlook Navigating the global reset3 2023 Market OutlookForewordresulting in greater efficiencies and improved profitability.We see significant upside for Japanese equities in 20

5、23 and beyond.That said,we expect volatility to remain elevated in the new year.The Russia-Ukraine war reminds us that geopolitical events are hard to predict.A deep US recession and a disorderly re-opening in China are also potential risks that investors may have to contend with.Investors can consi

6、der making use of smart beta,multi-factor,and low volatility strategies to build portfolios that are less influenced by swings in market sentiment.Our multi asset portfolio solutions team is also finding creative ways to add resilience to portfolios via tactical overlays and derivatives.As Asia and