Man Group’s Alethea Leung argues that Asia is entering a powerful new phase of long-term market leadership, driven by structural forces such as supply-chain re-engineering, rapid digital adoption, expanding middle-class consumption and the region’s pivotal role in the global AI and semiconductor ecosystem. With growth momentum now extending beyond China to India, Southeast Asia, Korea and Taiwan—and with valuations still appealing relative to global markets—Leung contends that Asia’s outperformance is only just beginning, leaving global investors at risk of being under-allocated to one of the strongest multi-year opportunities.
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