Industry Insiders: Why Europe’s strategic realignment matters to Asian investors
European equities offer Asia-based allocators a compelling mix of policy-driven growth, improving earnings momentum and attractive valuations, says Hilde Jenssen.
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Across the world, and indeed in Asia, the investment environment is being reshaped by geopolitical fragmentation, supply chain vulnerabilities and energy market volatility, elevating resilience from a policy priority to a central driver of capital allocation.
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