Investors should be allocating to Asia ex-Japan equities rather than developed market stocks over the next six- to 12-months, according to Deutsche Bank International Private Bank (IPB).

Investors should be allocating to Asia ex-Japan equities rather than developed market stocks over the next six- to 12-months, according to Deutsche Bank International Private Bank (IPB).
Risk assets in the region will be supported by structural trends and a cyclical upturn, according to the US fund manager.
The asset manager’s CIO expects emerging Asia to be the most promising investment region over the next 12 months and longer term.
With a gain of 6.1% – the MSCI India Index was the top performer in May
A record issuance of outbound investment allowances supports overseas diversification preferences among mainland Chinese investors.
The region’s comparatively early economic recovery from Covid-19 offers pockets of opportunity for investors, says UBS Asset Management (UBS AM).
Despite regulatory and geopolitical headwinds, investors should focus on fundamentals and target industry leaders in key sectors set to seize on the volatility, says Aberdeen Standard Investments.
The asset manager sees several headwinds facing Asian equity markets.
Regional stocks still have solid upside potential in key sectors as markets and economies emerge from the pandemic, according to a wealth management firm.
Will the themes continue to outperform in 2021?
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