New economy stocks are shifting the composition of Southeast Asia’s investible universe, says Morningstar.
Tag: ASEAN
Putnam Investments: EM outlook bright regardless of US election outcome
As investors weigh the implications of the US election on emerging markets, Putnam Investment’s Brian Freiwald is bullish regardless of the outcome.
Bank of Singapore plans rapid growth in AUM and bankers
The private bank is targeting an increase in AUM to $145 billion and growth in its team of RMs to 500 by end 2025.
Asean markets begin to reverse decade-long underperformance
JP Morgan Asset Management (JPMAM) expects the region to remain strong this year due to pent up local demand and post-Covid reopening.
Asean seeing surge in sustainable debt
Record levels of green and sustainable debt issuance across Asean indicate potential for continued growth amid investor appetite, shows new research by Climate Bonds Initiative and HSBC.
Asean to benefit from Covid recovery
Eastspring identifies three post-pandemic opportunities that are emerging in the region.
Invesco manager avoids Southeast Asia equities
Digitalisation, premiumisation, experience, urbanisation and wellness are driving the Asia consumption story.
Daiwa advises Asia investors to be risk-off
The firm’s gloomy outlook sees falling global growth the next two years with increasing concern over equities.
Barings explains off-benchmark Vietnam holdings
Barings’ head of Asean equities Soo Hai Lim expects an expansion of the tourism industry and economic growth potential in Vietnam to support the equity market.
