China, Japan emerge as top Asia picks for Singapore investors
Singapore-based investment managers are positioning China and Japan as their top Asian equity plays for 2026, favouring valuation-driven stock selection and income strategies as geopolitical risks reshape portfolios.
Singapore-based investmet managers are repositioning for a world where geopolitical risk is no longer episodic but structural, driving a shift toward high-conviction Asian equity bets and defensive portfolio construction in 2026, according to the Investment Management Association of Singapore’s latest industry survey.
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