What Asia's new growth tack means for investors

As Chinese growth drops to 6-7.5 per cent annually a 'new normal' will arrive for Australia's economy and markets, while Japan’s destination looks increasingly uncertain.

Asia has been a driving force behind global growth since the financial crisis. But the dynamics are changing as growth slows in China and Australia, and Japan pursues “hyperactive” monetary policy. In this issue of our Secular Outlook Series, portfolio managers Ramin Toloui, Tomoya Masanao and Robert Mead discuss how these developments are affecting the global outlook for the next three to five years and the implications for investors.

Question: What is PIMCO’s secular outlook for Asia? 


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