Investment insights

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.

We examine selected opportunities and structural trends underpinned by durable longer-term drivers, that may still hold amid the dislocations in early Q2 2022.