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Xtrackers Harvest CSI 500 China A-Shares Small Cap
By Andrew Gillan
Andrew Gillan, Head of Asia ex Japan Equities, discusses reasons behind the recent rally in Asia ex Japan equity markets and opportunities the region may hold for the long-term investor.
What a difference a few months make! Asia ex Japan equities have risen approximately 10% in U.S. dollar terms in the first 10 weeks of 20191, in stark contrast to the sharp sell-off in the fourth quarter and general market weakness last year as a whole.
So, what has changed? Expectations about the pace of U.S. interest rate rises have