Eastspring Investments

11 May 2023

A transforming Asia offers global investors diversified and differentiated alpha opportunities: new Eastspring Investments and PwC Singapore whitepaper

New whitepaper assesses the impact of key transformations across Asian markets and their implications for businesses and investors
Global survey of senior business leaders supports the proposition that Asia remains an attractive region for investors
India, China and Indonesia were highlighted by senior decision-makers as markets offering the greatest growth potential
Asia is no longer just a traditional manufacturing hub - technological development, knowledge transfer and accelerating innovation are reshaping the region as a critical exporter of higher-end, hi-tech goods and services
Tailored, nuanced approaches are required for investors to capitalise on Asia’s differentiated alpha opportunities

Singapore (11 May 2023) - Demographic, technological and economic transformations, driven by a combination of supply chain rebalancing, substantial consumer growth and innovation, are creating new opportunities for investors across both traditional and new economy sectors in Asia, according to a new whitepaper from Eastspring Investments (“Eastspring”) and PwC Singapore.

In the whitepaper titled “Asia 2.0: Investing in an era of new opportunities”, Eastspring assess the current changes taking place within Asian markets, why Asia’s next transformation will be different from the last - and the new opportunities it will bring investors. The whitepaper highlights high opportunity sectors in nine key Asian markets to showcase the diverse opportunities in the region.

The whitepaper is based on a global survey of 100 C-suite business leaders of international corporations across multiple industries, interviews with senior executives from some of Asia’s leading companies, and in-depth research.

Key findings from the whitepaper survey of global business leaders include:

67% considered India to hold the most potential as businesses seek to expand and develop within Asia, closely followed by China (57%) and Indonesia (38%).
77% are looking to Asia for expansion or transformation opportunities due to the region’s expanding and evolving consumer base. 69% indicated optimism towards sustained economic growth in Asia in the future.
62% cite improving physical and digital infrastructure, along with advancements in workforce skillsets (56%) and supportive government policies and incentives (50%) as key enablers in supporting Asia’s future transformation and their longer-term business ambitions in Asia.
Business leaders recognise an increased focus on sustainability, with 57% indicating that their choice of suppliers will be determined by ESG considerations.
Tailored investment approaches are needed because of the nuances across Asia’s diverse markets, with individual markets offering their own unique opportunities.

The whitepaper’s findings support the notion of the region’s increasingly important role within the global economy. By 2030, Asia is expected to account for over 40% of the world’s GDP and 42% of global exports¹.

Sidharta Sircar, Partner, International Growth Practice, PwC Singapore, said:

“Global business leaders are evidently cognisant about the growth and transformation taking place within Asia, and the untapped potential that remains. In our research with Eastspring, those surveyed provided clear indication that they are actively seeking to access opportunities. Innovation has emerged in both traditional sectors, such as manufacturing, healthcare and financials, and new economy sectors, such as the digital economy, renewable energy and EVs. Evolutions in underlying infrastructure, skillsets and government support will also have an important role to play.”

Bill Maldonado, Chief Investment Officer and Interim Chief Executive Officer at Eastspring Investments, added:

“We have long believed that Asia offers a highly attractive proposition for both businesses and investors. Yet its economic prominence often contrasts with the more modest role it plays in global investor portfolios. With each Asian market at different stages of growth and given how diverse and complex local markets can be, it is crucial investors understand the nuances to unlock Asia’s differentiated alpha opportunities.

Our whitepaper aims to provide useful information for global investors seeking greater diversification and rebalancing strategies for their investments and encourage greater awareness and interest for investing in Asia. It also highlights the opportunities for Asian investors beyond their home markets.”

More information and the full “Asia 2.0: Investing in an era of new opportunities” whitepaper can be found at eastspring.com/asia-whitepaper

¹ Source: Fitch Solutions

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This website is not intended to be published or made available to any person in any jurisdiction where doing so would result in contravention of any laws or regulations applicable to the recipient. This website shall constitute a marketing communication only in the countries in which a Vehicle and/or Fund has been registered for public offering. In other countries, laws and regulations may restrict access to the present website. The access to the present website is not to be considered as marketing communication or as the marketing of any shares of Eastspring sponsored Funds if such access to such information and documentation through a website would be unlawful. People from countries where these investments are prohibited are invited to exit the website. The website is provided for informational purposes only and is not intended to be, and should not be construed as, an offer, solicitation, or recommendation with respect to any transaction and should not be treated as legal advice, investment advice, or tax advice. References to specific securities and their issuers are for illustrative purposes only and are not intended and should not be interpreted as recommendations to purchase or sell such securities.
Certain portions of this website and/or specific materials included are strictly For Professional Investors / Qualified Investors only – not for Retail use or distribution. “Professional Investors” refers to the definition provided in Directive 2004/39/EC of the European Parliament and of the Council of 21 April 2004, the “MiFID Directive” as amended MiFID II/MiFIR/PRIIPs – CSSF. Therefore, Eastspring-sponsored SICAV Funds may or may not be registered to be marketed in your jurisdiction or may only be marketed or offered to professional investors in your jurisdiction. Please refer to the current Prospectus, the Key Investor Information Documents (KIID), the Annual and periodic Reports of the SICAV Fund, and the Subscription Form for additional details.
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This website is not intended to be published or made available to any person in any jurisdiction where doing so would result in contravention of any laws or regulations applicable to the recipient. This website shall constitute a marketing communication only in the countries in which a Vehicle and/or Fund has been registered for public offering. In other countries, laws and regulations may restrict access to the present website. The access to the present website is not to be considered as marketing communication or as the marketing of any shares of Eastspring sponsored Funds if such access to such information and documentation through a website would be unlawful. People from countries where these investments are prohibited are invited to exit the website. The website is provided for informational purposes only and is not intended to be, and should not be construed as, an offer, solicitation, or recommendation with respect to any transaction and should not be treated as legal advice, investment advice, or tax advice. References to specific securities and their issuers are for illustrative purposes only and are not intended and should not be interpreted as recommendations to purchase or sell such securities.
Certain portions of this website and/or specific materials included are strictly For Professional Investors / Qualified Investors only – not for Retail use or distribution. “Professional Investors” refers to the definition provided in Directive 2004/39/EC of the European Parliament and of the Council of 21 April 2004, the “MiFID Directive” as amended MiFID II/MiFIR/PRIIPs – CSSF. Therefore, Eastspring-sponsored SICAV Funds may or may not be registered to be marketed in your jurisdiction or may only be marketed or offered to professional investors in your jurisdiction. Please refer to the current Prospectus, the Key Investor Information Documents (KIID), the Annual and periodic Reports of the SICAV Fund, and the Subscription Form for additional details.
Eastspring Investments makes no representations that this website or any contents contained in it are appropriate or available for use in any jurisdiction. This information is not intended to be published or made available to any person in any jurisdiction where doing so would result in contravention of any laws or regulations applicable to the user. Furthermore, certain portions of this site (or materials available) are NOT intended for citizens or residents of the United States of America or for any “U.S. Person”, as this term is defined in SEC Regulation S under the U.S. Securities Act of 1933. The definition of this term is set forth in the legal terms and conditions of our website. The investment products described on this website are not registered under the U.S. federal securities laws or any other relevant U.S. state laws. Consequently, no investment product may be offered or sold directly or indirectly in the United States of America (including in U.S. territories and possessions), to or to the benefit of residents and citizens of the United States of America and to “U.S. Person”. This restriction also applies to residents and citizens of the United States of America and “U.S. persons” who may view or access this website while traveling or during a stay outside of the United States of America.
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