Investors have begun to be interested in the shares of the Asian emerging markets with the dollar stopwave, and the rise of the initial campaign of customs launches launched by US President Donald Trump was less strict than expected earlier. Money managers bought more than $ 700 million from shares in Asian developing countries outside China in the five days to Friday, which finished seven consecutive weeks of outflow. The MSCI index of regional shares, with the exception of China, yielded 1.8% for investors last week, reducing the decline over the past six months to about 12%. The increase is added to the evidence that indicates that the situation could change to regional shares after the performance was less than its global counterparts last year due to the strength of the dollar and the fear of being negatively affected by global trade tensions. Despite the latest profits, the MSCI index for emerging markets in Asia, unlike China, remains relatively cheap as it is traded about 15 times for future annual profits, compared to 22 times the S&P 500 index (S&P 500). Worldwide growth “with the delayed and shrinking” Trump’s customs definitions is expected, morale is likely to improve in these markets and stimulate some recovery, “says Han Pio Liu, director of a fund at Maitri Asset Management Pte, a family office in Singapore. Customs. He added: “It is likely that the imposition of moderate customs definitions is likely to reduce commercial stress, which is beneficial to the Asian economies, which rely on exports a lot,” he added. Customs duties have helped the falling concerns about customs duties in promoting profits in export -based economies such as South Korea, where the standard “Kospi” index increased by 5.5% this month, exceeding the S&P 500 index of 1.3%. Regional shares have received an extra boost of the new application on artificial intelligence launched by the Chinese company “Deepseek”, which strengthened the demand for technology companies throughout Asia. Part of this is optimistic about the possibility of using the capabilities of artificial intelligence in a group of industries, including car manufacturers and E -Commerce businesses. Andrew Swan, the head of Asian stocks, except Japan in ‘Man Group’ in Sydney, said: “They are excited about the opportunities available throughout the region. He added,” With the democratic character of artificial intelligence, the low cost and improved efficiency, we expect a new group of beneficiaries to see, while moving in the field, which is exposure. “There is certainly a great possibility that Trump will implement many of his threats to customs duties, leading to another dollar rise. The president increased his speech last week, saying that he would probably impose the import of car, semi events and medicine by about 25%, with an announcement in this regard. Buyers. Yun, whose claim fund has exceeded 92% of its peers over the past year, said the performance of the emerging Asian shares due to the strong dollar offered the opportunity to invest. He added, “The shares of these businesses were sold due to the macro economic factors, but we see inherent growth and a performance of profitability,” he added.
Global funds are on their way to emerging markets in Asia with twice the dollar
