Australia
China
India
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Japan
Malaysia
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Other / International
ASEAN has many structural advantages that offer investment opportunities for both growth and value investors. “As the post Covid recovery gains momentum in the region, active investors seeking differentiated ideas can add alpha to their portfolios by tapping the diverse ASEAN markets,” says Bryan Yeong, Portfolio Manager, Eastspring Investments.
In a recent market insight, he points out the region’s structural strengths i.e., demographic dividend, low digital and credit penetration, and attractive valuations. “As geopolitical tensions rise, ASEAN becomes a more appealing story”, says Yeong.
Read more at Eastspring.com/lu.
