Good growth outlook despite concerns over inflation

ON ASIA

Neptune's Thomas Sinclair says recent pullbacks in valuations are providing attractive entry points.

The strong performance of Asian equity markets versus developed market counterparts since March has served to highlight, once again, the compelling growth opportunities to be found across the region. Certainly much of this growth will be driven by China and India, but it is also crucial to understand the wealth of growth opportunities elsewhere driven not just by China’s seemingly insatiable appetite for natural resources, but also by the rapid growth of the domestic Asian consumer. Indonesia, for example, has fantastic exposure to both themes as a massive exporter of thermal coal and...