Summary:

According to a BofA Securities poll, Indian stock markets have become the most popular investment destination in the Asia-Pacific region, with 42% of fund managers preferring India over Japan, China, and Singapore. Tariff-driven supply chain realignments have enhanced India’s appeal. Key investment themes include infrastructure and consumption. The poll, conducted in May 2025, featured 208 participants managing over Rs. 47 lakh crore (US$ 522 billion) in assets.

Improved economic recovery expectations are boosting market optimism in the Asia-Pacific. Concerns about an earnings slowdown declined to 58% from 78%, while projections of a weaker global and Asian economy dropped to 59% and 77%, respectively. Fund managers in the Asia exJapan portfolio are overweight in telecom and software, but underweight in energy and materials. Optimism in the semiconductor sector is rising. In Japan, banks lead investor interest, while in China, AI and dividend-paying companies are favored.

Source: IBEF

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