Asia ex-Japan equities

Choo sees opportunities for Asian ex-Japan equities through three themes: technology, credit growth and lifestyle upgrading.

SINGAPORE (Nov 22): Global growth is expected to moderate as stimulus tailwinds weaken and output gaps close but tactical opportunities can still be identified in unfavoured assets and emerging markets, says T Rowe Price Group Inc in its outlook for 2019.

SINGAPORE (July 10): Asia ex-Japan equities have outperformed their developed market peers in the year to date, with the MSCI Asia ex-Japan index gaining 22.56% compared to just 9.88% for the MSCI World Index (developed markets), according to Bloomberg st