Asian stock pickers are navigating a difficult environment as a slowdown in the US could trigger a recession. Value is being sought in the tech service and consumer discretionary sectors due to regional demand, while South Korea and Taiwan are viewed as more vulnerable to a US downturn. Indian stocks have been bought by global funds this quarter as they cut their exposure to Taiwan. Financials, along with South Korean and Taiwanese equities, are seen as most susceptible to declining following two years of outperformance before a tightening cycle.
Large HNI and institutional money continuing to buy on every dip: N Jayakumar
N Jayakumar of Prime Securities believes India is attracting substantial investment due to its strong foundation. He estimates significant HNI positions have been cleared. Institutional
May 12, 2025