Global investors are shifting their focus toward Asia, spurred by promising currency gains and a boosting earnings outlook. Amid persistent trade tensions and tariff uncertainties, the region's vibrant markets are becoming a magnet for global capital.
Since February, major Asian currencies have made impressive gains: the Chinese yuan has risen by 2.4%, the Singapore dollar by 3.6%, and the Indian rupee by 2.3%. These improvements are seen as a precursor to an "inflection point" in earnings, suggesting that Asia’s market fundamentals are evolving.
Manishi Raychaudhuri, founder and CEO of Emmer Capital Partners Ltd., highlighted that positive trends in the Chinese mainland and improved consumption across South Asia are fueling increased investor confidence. In fact, 45% of investors now point to the Chinese mainland's economic rebound as a key driver in the emerging-market outlook—a notable jump from previous figures.
At the same time, with looming concerns over US growth and potential recession risks, experts at Goldman Sachs have noted that the yen could emerge as a safe-haven asset, making Japan's currency an attractive hedge.
Despite geopolitical and macroeconomic challenges, Asia's dynamic markets and supportive policy measures are transforming the global investment landscape. As the region continues to offer fresh opportunities and resilient fundamentals, investors around the world are keeping a close watch on these exciting developments. 🚀
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Global investors shift to Asia amid currency gains, earnings boost
cgtn.com
