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Stimulus packages and secular trends are putting Asian infrastructure in a strong position in these turbulent times

While market sentiment in the first half of the year will be challenged by news of poor economic data and earnings disappointments, policy actions are likely to come in more aggressively than expected on the back of deteriorating economic conditions. Against such a backdrop, it is important for investors to be selective on sectors and stocks. The Asia infrastructure sector is well positioned during these uncertain economic times to outperform the overall market, from both macro and bottom-up perspectives. There are several reasons to support this. New economic stimulus packages The ...