3月9日，施罗德投资股票首席投资总监Alex Tedder指出，投资者较以往更愿意投资亚洲股市，因区内广泛的经济复苏带动投资者信心回归。他预期，资金或会由美股流往亚股，非美股市场表现料相对美股为佳，尤其是中国市场。
Tedder表示，中资科技巨头的商业模式、人工智能(AI)科技水平，均与美国相当接近，凭借在中国本土及亚洲区市场的布局潜力，中国科企有望极速成长。他形容，中资大型科技股是非常有趣的领域，近期表现疲弱且估值被低估。
对于日股，Tedder称现时估值不低，个别行业如汽车制造业更陷入困境，质疑日本能否从这些结构性变化当中复苏。尽管如此，他相信日本经济可望逐渐取得正面转变，未来数年有潜力为市场带来惊喜。
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