Navigating Asia's equity landscape amid global monetary shifts

Asia's equity markets are set for a year of significant change in 2025. With global central banks initiating monetary easing after years of tightening, economies in the region—particularly those with twin deficits like India—stand to benefit. This environment also supports smaller, less liquid segments, such as small-cap stocks and REITs. However, geopolitical risks, including uncertainty stemming from Donald Trump’s second term, introduce potential volatility. Opportunities are emerging in sectors focused on self-sufficiency, industry consolidation, and businesses with strong cash flows...