Four areas that will benefit from Asia’s re-opening
Research - MAY 15, 2023

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Four areas that will benefit from Asia’s re-opening

by Jennifer Molloy

With Asia’s developed and emerging markets contributing more than one-third of the world’s GDP, four areas are set to benefit from Asia’s reopening and growth story, notes Schroders’ May 2023 Talking Point piece titled, Asia’s economic recovery: What are the investment themes to watch?

According to the piece, finding the best opportunities will require market and sector selectivity, with four opportunities involving both the growth and income space:

Asian consumption: Apart from the themes of China’s re-opening and self-reliant economy, import substitution, and common prosperity in play, there is a release in pent-up consumer demand, which is supported by strong labor markets and healthy household savings. Consumer spending is gradually shifting from goods to services. Meanwhile, the travel and leisure industries continue to recover, which should provide more legs for the consumer sector in Asia. Technology
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