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Compelling opportunities all around Asia ex-Japan

    • Markets in India and much of South-east Asia have broadly benefited from a shift in foreign direct investment and portfolio flows away from China in recent years.
    • Markets in India and much of South-east Asia have broadly benefited from a shift in foreign direct investment and portfolio flows away from China in recent years. PHOTO: BT FILE

    Anh Lu

    Published Tue, Jan 2, 2024 · 05:00 AM

    ASIA ex-Japan equities have finished a challenging year behind their developed market peers. However, the weak performance masks divergent returns across the region’s markets, reflecting the wide range of market drivers at play.

    There are compelling stock valuations and fundamentals in various parts of the investment universe, which support a constructive view from the bottom up as we enter 2024.

    Lower correlations across markets

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    Asia-PacificAsian equities

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