As we enter the second half of the year, we expect Asian outperformance to continue. The end of the Iran war clearly improves the outlook for Asia’s economies. However, although Asia as a region has outperformed US equities, returns have not been homogeneous. Investor differentiation across the region is still necessary.

Read | Eastspring’s CIO Views Weekly Bulletin

Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.