Fullerton Insights

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.

We examine the key structural trends taking hold in Asia, and how this is shaping the opportunity sets, and investment approach to adopt in the region.