Four investment specialists offer their opinions on whether now is a good time to buy into emerging markets, given an uncertain economic outlook and poor equity performance in 2018.
The country's biggest asset owners will raise their allocations to infrastructure and property, reflecting a rising regional trend. Fund firms such as BlackRock are responding accordingly.
DBS's group consumer and wealth head discusses Southeast Asia's prospects during a panel with the CEO of Malaysia's Employees Provident Fund and Macquarie's Asia chief.
Australia's AMP Capital expects to hit the $1.5 billion target for its Global Infrastructure Fund by mid-year with the help of flows from Asian institutions, including Japanese pension funds.
Australian infrastructure projects are attracting investors who are looking for certainty and reliable returns. Investors are favouring brownfield projects, or greenfield sites with government backing.
China's recent interest rate cut is seen as a positive for the mainland real estate market, but is tipped to reduce the potential distressed-debt opportunities available.