Report
Patrick Artus

What will drive up Asia’s share of the global economy?

We use the term Asia to refer to the 15 Asia-Pacific countries that have signed the RCEP free-trade agreement. Potential growth is much higher in these countries than in the rest of the world. Asia’s share of the global economy will therefore rise constantly. What consequences should be expected from this rise in the weight of Asia? Asia will structurally attract capital flows and Asian currencies will appreciate constantly; The Asian equity market and companies with a high exposure to Asia will outperform; The prices of commodities used significantly in Asia will rise: industrial metals, natural gas .
Provider
Natixis
Natixis

Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.

 

Analysts
Patrick Artus

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