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Asia-Pacific: The undervalued growth engine

Discover why the Asia-Pacific region is emerging as a highly attractive equity investment opportunity.

Authors

    Portfolio Manager

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Joshua Crabb, Head of Asia-Pacific Equities at Robeco, highlights four key growth drivers: attractively valued market leaders in the AI supply chain, transformative changes in corporate governance in South Korea and Japan, structural growth in India and Southeast Asia, and Australia’s role as a global hub for critical minerals.

Robeco’s Asia-Pacific Equities strategy is centered on ‘Value with a Future’ – combining solid valuations, positive earnings growth, and disciplined risk management – with the aim of generating diverse sources of alpha and unlocking long-term investment opportunities over the coming decades.

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The contents of this document have not been reviewed by the Securities and Futures Commission ("SFC") in Hong Kong. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. This document has been distributed by Robeco Hong Kong Limited (‘Robeco’). Robeco is regulated by the SFC in Hong Kong. This document has been prepared on a confidential basis solely for the recipient and is for information purposes only. Any reproduction or distribution of this documentation, in whole or in part, or the disclosure of its contents, without the prior written consent of Robeco, is prohibited. By accepting this documentation, the recipient agrees to the foregoing This document is intended to provide the reader with information on Robeco’s specific capabilities, but does not constitute a recommendation to buy or sell certain securities or investment products. Investment decisions should only be based on the relevant prospectus and on thorough financial, fiscal and legal advice. Please refer to the relevant offering documents for details including the risk factors before making any investment decisions. The contents of this document are based upon sources of information believed to be reliable. This document is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Investment Involves risks. Historical returns are provided for illustrative purposes only and do not necessarily reflect Robeco’s expectations for the future. The value of your investments may fluctuate. Past performance is no indication of current or future performance.