Tilt to Asia

Below is a synopsis of this investment report:

  • The future direction of global equity markets will depend on the prospects for global economic growth.
  • China, the world’s second largest economy, was recently thought to be experiencing a “hard landing” – a dramatic drop from fast growth to slow growth.
  • Recent economic data indicates China may be heading for a soft landing – a  smooth, manageable reduction in growth to acceptable levels.
  • The expansion of the Chinese and other Asian economies should be a welcome boost to global macroeconomic prospects and DIAS portfolios which are positioned with a “Tilt to Asia”.


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