Asia-Pacific Equities Wait to Emerge From the Dollar’s Shadow (Robeco)

• ASEAN is well placed in general but within the region our favored countries are Vietnam and Indonesia, with a combined population of 681 million and healthy demographics promoting a high propensity to consume. Vietnam and Indonesia are benefiting from the continued trend for supply chain diversification away from China, and Indonesia also benefits from an inflation hedge as a significant producer of commodities. READ MORE

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