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.
Tag : financials
Portfolio manager Carmel Wellso notes that rising disposable income in the region means more money is flowing into savings and investment products.
RCM’s global chief investment officer Lucy MacDonald argues that performance comes from underweighting banks and that clarity on the sector is needed in Europe.
Review/outlook series: Robeco's Asia chief investment officer, Arnout van Rijn, is positive on the energy and IT sectors, and China.