Asia-Pacific: The undervalued growth engine

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.