The Business Times
business-time-50

Compelling opportunities all around Asia ex-Japan

google-preferred-sourceAdd BT as a preferred source
    • 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

    Asia-PacificAsian equities

    TRENDING NOW

    Handled passively, satellite connectivity becomes a service that the telco distributes, while somebody else sets the economics.

    When every phone becomes a satellite phone, what happens to Asia’s telcos?

    After vacating her roles on Oct 1, Lily Ler will become group CFO of the trust’s sponsor, Mapletree Investments.

    Lily Ler to step down as CEO of Mapletree Industrial Trust manager

    The proposed transaction also involves the sale of associated trademarks across Singapore, Malaysia and Myanmar.

    Jardine C&C selling Singapore, Malaysia dealerships to Indonesia’s Chandra Asri for US$221 million gain

    ST Telemedia Global Data Centres is one of the four operators awarded the extra capacity.

    Digital Realty, STT GDC among data centre operators awarded 50 MW of new capacity in Singapore

    Latest T-bills Treasury Bills Results & Interest NewsLatest SSB Singapore Savings Bonds NewsLatest COE Certificate of Entitlement News
    Latest Johor-Singapore SEZ NewsLatest BTO Build To Order & Sales of Balance NewsLatest STI Straits Times Index NewsLatest SGX Dividends, Share Price NewsLatest Bonds Market NewsLatest Singapore Stocks To Buy NewsLatest Singapore Economy News
    View More