Reality check for investors in Asia

There’s never a good time for bad news, be it the energy shock, China’s economic slowdown, big geopolitical tremors or central banks falling behind the inflation curve. In 2022, markets have had to adapt to – and navigate around – these disruptions and myriad others.

Investors face daunting visibility challenges as virtually everything that they thought they knew about the road ahead goes awry all at once. These visibility challenges make it hard to assess the true health of balance sheets – and to know which companies’ shares to buy or sell.