Fund Focus - As geopolitical pressures build, Asia draws fresh attention
Diversification and risk management is at the heart of everything we do at Omnis. This involves spreading our investments across a combination of geographic regions and asset classes.
The Asia Pacific region has recently been attracting renewed interest from global investors, having rallied more than 20% year‑to‑date before the latest Middle East‑driven pullback. Our Omnis Asia Pacific (ex‑Japan) manager, Veritas Asset Management, explains why the outlook for the region is improving.
Asia is at the centre of the next global investment cycle - AI infrastructure, global defence spending and manufacturing reshoring is fuelling demand within the region
South Korea & Taiwan are the structural winners, supplying the hardware and power equipment needed for the next phase of global growth
A shift from asset/investment heavy business models to asset light, highly cash flow generative business models
By clicking this link you will be moving to a new website. It may not be regulated by the Financial Conduct Authority. We give no endorsement and accept no responsibility for the accuracy or content of any sites linked to from this site.
