We examine China’s appetite for higher infrastructure spend ahead to support growth, along with the funding sources, and nature of projects to follow.
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We examine the viability of solar as a renewable energy source and the supportive factors behind its long growth runway here.
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The report explores the robust logistics sector in Asia, uncovering the benefits and headwinds impacting various sub-sectors of the industry in the region.
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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.
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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.
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