Matthews Asia - CIO Outlook for 2022
Matthews Asia CIO Robert Horrocks, PhD, discusses the reflation of economies, inflation and deflation as a long-term trend and how these might influence different geographies and different sectors.
Three areas in focus:
1. Reflation in the economies
2. Inflation: A new trend or a temporary spike?
3. Deflation as a long-term trend
"It's likely that 2022, in general, will be high inflation year. That generally tends to help the weaker markets, the more difficult parts of the global economy. . . so a balanced portfolio construction going into 2022 seems to be the optimal way to structure your investment."
Important information
The views and information discussed in this report are as of the date of publication, are subject to change and may not reflect current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. Investment involves risk. Investing in international and emerging markets may involve additional risks, such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Past performance is no guarantee of future results. The information contained herein has been derived from sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Matthews Asia and its affiliates do not accept any liability for losses either direct or consequential caused by the use of this information.
Author
Robert Horrocks, PhD
Chief Investment Officer
Matthews Asia
December 2021
Please note that these are the views of Robert Horrocks of Matthews Asia and should not be interpreted as the views of RL360.