Summary
- Global funds are investing in South-east Asian assets due to potential interest rate cuts and attractive valuations.
- Money managers increasing positions in sovereign bonds and equities in countries like Thailand, Indonesia, and Malaysia.
- South-east Asian central banks expected to start a rate-cut cycle, benefiting local bond markets.
- BlackRock looking to buy bonds in countries like the Philippines and Indonesia as they anticipate rate cuts by central banks will boost debt markets.
