Global uncertainty is on the rise, yet we believe Asia Pacific (APAC) and emerging-market (EM) equities continue to present robust opportunities for diversification and growth.
APAC and EM: What’s driving the appeal
North Asia’s leadership in artificial intelligence (AI) is boosting earnings and capital returns while China presents unique chances for innovation and income. There are also growing opportunities to diversify across the wider region.
Here are five reasons1 why investment opportunities in APAC and EM equities remain strong, alongside potential risks to keep in mind.
Conclusion
As global capital reallocates and earnings breadth widens, we believe the case for an APAC and EM allocation – including China and other markets in North Asia, South and Southeast Asia, EMEA and Latin America – only gets stronger.