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Tailwinds for ASEAN stocks 🛫

When market participants are looking for regions to allocate their capital, there is really a limited selection left on the table to choose from given all the macro complexities happening around the world right now:

"Southeast Asian stocks also stand out as a haven of sorts with expensive U.S. shares hit by rising rates, European ones under pressure from the impact of Russia’s invasion of Ukraine, and Chinese equities pricing in a growth slowdown thanks to Beijing’s unwavering Covid-Zero strategy."

Some key themes mentioned in the article: travel & tourism -> post-covid spending rebound, commodity -> inflation hedge, and financials -> rising rates.

LinkedIn post:

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