From Financial Modeling Prep: 2025-02-19 05:48:32

Fund managers in Asia are optimistic about regional markets, with China’s equity allocations at a two-year high and Japan reaching record highs. 84% expect Asia-Pacific equities to rise, with AI and semiconductors as top investment themes in China. Despite cautious optimism, Indian equities saw the lowest support in two years.

Japan remains a top choice for fund managers due to strong corporate earnings and economic growth prospects. Taiwan ranks second, while India focuses on infrastructure and consumption. Tech & Telecom stocks are gaining interest, while real estate and materials lag behind in the market.

China’s policy easing could attract more inflows, with a third of respondents planning to increase exposure. Japan’s economic momentum makes it an attractive investment hub. The AI boom and semiconductor demand continue to shape fund managers’ strategies, driving market outlook and implications.

Overall, fund managers’ renewed interest in China and strong Japanese allocations point to steady inflows in Asia-Pacific markets in 2024. AI and semiconductor plays dominate investment themes, reflecting a tech-driven growth outlook for the region.



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