This last year has been challenging for stocks in developing Asian countries as the US continues to maintain investors’ focus driven by the magnificent 7. We had anticipated 2024 would be a year where investors would focus back to Asia as their growth rates would look increasingly attractive as Developed Market growth slowed. [...]
Over the past 6 months we’ve engaged in conversations with numerous clients and a recurring theme has emerged: A growing interest in allocating funds to India. However, we believe it’s essential for investors to broaden their horizons beyond India and explore other Asian markets. While India remains an attractive investment destination, concerns about its [...]
Asia’s middle class digital savvy consumers are avid users of social media, leading to dramatic shifts in purchasing behaviour. The competitive landscape is becoming more dynamic and as a result strong domestic brands are emerging whilst the traditional incumbents are being disrupted. Our recent trips to the [...]
In 2023 a barrage of challenges hit growth stocks leading to a historic de-rating. However the setup for 2024 looks better with resilient Emerging market growth contrasting with rising recessionary risk in Developed markets. Supported by low valuations, encouraging growth prospects, anchored inflation, and room for interest rate cuts we are positive on Emerging [...]
