Aberdeen Standard Investments - Asia Pacific ex Japan Q2 2021 market update

Presented by

Pruksa Iamthongthong, Senior Investment Director, Aberdeen Standard Investments

About this talk

Asia Pacific ex Japan market, as represented by MSCI APXJ, had a strong first half. Key market drivers in 2021 include: 1. Covid – the gap between developed markets and Asia is gap narrowing as we move towards the end of 2021 as vaccination pace picks up. 2. Inflation – not seeing huge signs of building core inflationary pressure in Asia. Worth noting higher core inflation in India. 3. Geopolitical competition – here to stay. A real increase in R&D spending to boost long term competitiveness by both US and China. 4. Going green – long term structural investments in the areas of clean energy such as wind and solar, as well as in electric vehicles. 6 long term investment opportunities in Asia - Aspiration - consumption and premiumisation of consumption. - Building Asia – infrastructure and housing - Health and wellness – healthcare devices and contract research organisations - Digital future – internet Companies that are driving the digital economy. - Tech enablers – semiconductors that are building blocks that power the digital economy. - Going green - Asia is a strong supplier into going green build out globally
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