Southeast Asia’s new sovereign investor is rapidly investing in the region’s growth and green transition, while Singapore’s GIC notes that easing rates, a weaker US dollar, and reforms are drawing global investors back to Asia.
Tuck Meng Yee of JRT Partners is steering clear of headline-chasing plays, opting instead for value-led investing in emerging markets and active strategies in Japan and Europe, while remaining cautious on the US dollar and inflation-sensitive assets.
Despite higher share price valuations, the regionÆs strong economies are a major attraction at a time when there is not much growth elsewhere in the world.