Fullerton Insights

We examine the outlook for the US internet sector and the differentiated opportunities in the various sub-segments.

We examine China’s appetite for higher infrastructure spend ahead to support growth, along with the funding sources, and nature of projects to follow.

We examine the viability of solar as a renewable energy source and the supportive factors behind its long growth runway here.

The report explores the robust logistics sector in Asia, uncovering the benefits and headwinds impacting various sub-sectors of the industry in the region.

In the Q3 2022 Fullerton Investment View, we highlight the investment opportunities to pursue amid a higher inflation backdrop and softer growth prospects in the current cycle.