Despite US and European investors scaling back, global interest in Chinese stocks persists, with allocators from Southeast Asia, the Middle East, and other markets looking for stronger signals to increase their exposure.
Sovereign and pension funds as well as private equity firms are looking at opportunities in data centres, telecom towers, and fibre networks in the region.
Covid and digitalisation will have an impact on investments in Asean markets, although in the long run, the outlook is generally positive for the region, Eastspring experts said.
Europe’s Ucits fund structure is gaining popularity in Asia despite the development of regional product passporting schemes, says Standard Chartered’s head of securities services.
DBS's group consumer and wealth head discusses Southeast Asia's prospects during a panel with the CEO of Malaysia's Employees Provident Fund and Macquarie's Asia chief.
With the Philippine presidential election to take place today, fund managers say frontrunner Rodrigo Duterte would be effective despite the controversy hounding the Davao City mayor.