Asian Equities' Low Valuations Reigniting Investor Interest -- Market Talk

Dow Jones

2025/06/25

0419 GMT - Low valuations, a weaker USD, and more confidence about growth have reignited investor interest in Asian equities, strategists at HSBC Global Research say. New pockets of growth in Asia include defense spending, nuclear expansion and affordable luxury--including Labubu dolls--to high-end property in mainland China and medical tourism in India. The strategists remain overweight mainland China and Hong Kong as cash levels are high, valuations are low, and appetite for equities is slowly returning. Although the South Korean market has outperformed Taiwan year to date, HSBC sees Korea as offering better value with more growth drivers. HSBC says Indonesia deserves attention but is neutral on India with its economic growth set to slow, and valuations becoming lofty again. (monica.gupta@wsj.com)

(END) Dow Jones Newswires

June 25, 2025 00:19 ET (04:19 GMT)

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New pockets of growth in Asia include defense spending, nuclear expansion and affordable luxury--including Labubu dolls--to high-end property in mainland China and medical tourism in India. The strategists remain overweight mainland China and Hong Kong as cash levels are high, valuations are low, and appetite for equities is slowly returning. Although the South Korean market has outperformed Taiwan year to date, HSBC sees Korea as offering better value with more growth drivers. HSBC says Indonesia deserves attention but is neutral on India with its economic growth set to slow, and valuations becoming lofty again. (monica.gupta@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 25, 2025 00:19 ET (04:19 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00005","symbol_name":"汇丰控股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2546261734","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2546261734","pubTimestamp":1750825140,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0419 GMT - Low valuations, a weaker USD, and more confidence about growth have reignited investor interest in Asian equities, strategists at HSBC Global Research say. 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New pockets of growth in Asia include defense spending, nuclear expansion and affordable luxury--including Labubu dolls--to high-end property in mainland China and medical tourism in India. The strategists remain overweight mainland China and Hong Kong as cash levels are high, valuations are low, and appetite for equities is slowly returning. Although the South Korean market has outperformed Taiwan year to date, HSBC sees Korea as offering better value with more growth drivers. HSBC says Indonesia deserves attention but is neutral on India with its economic growth set to slow, and valuations becoming lofty again. (monica.gupta@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 25, 2025 00:19 ET (04:19 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}