Return of global funds puts South-east Asia stock markets in spotlight for 2026
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Global funds are returning to South-east Asia's stock markets, driven by cheap valuations and diversification needs. In December, foreign funds invested US$337 million in the region's emerging markets, the highest since September 2024. Indonesia and Thailand lead in attracting investors. Asean markets offer alternatives to tech stocks amid AI bubble concerns. Vietnam benefits from supply-chain shifts and FTSE Russell upgrade. Risks include political turmoil in Thailand and Indonesia. Analysts predict potential inflow of US$20 billion if foreign positioning returns to median levels.
Source: Straitstimes The copyright of this article belongs to the original author/organization.
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