Divergent inflation is an unprecedented setup for Asia

Andrew Swan  |  MAN GLG  |  17 August 2022  |  0.50 CE

Post Covid, the inflation equation has changed between the East and the West, from high to low beta. An abundance of labour in Asia vs labour scarcity in developed markets is making the relative inflation case for Asia much more attractive. Diverging monetary policy settings and subsequent future economic growth favour the East in a world where the future ain’t what it used to be.

Presentation  (34 mins)  |  Slides

Podcast  (34 mins)


Andrew Swan

Andrew Swan, is Head of Asia (ex-Japan) Equities at MAN GLG (Sydney), represented in Australia by GSFM.


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