Sunny highlights investment opportunities across the Asia-Pacific region, emphasising that despite global market scepticism, particularly surrounding China, the region remains an attractive investment proposition. Sunny challenges the notion of China as “uninvestible” by noting its substantial share of global GDP, deep supply-chain integration across Asia, ongoing corporate reforms, and improving shareholder returns. It also stresses that global equity market weightings do not accurately reflect economic realities, raising the question of whether having zero exposure to the world’s second-largest economy poses a risk for investors.
Beyond China, the presentation encourages investors to look past headline themes and explore under-researched areas where fundamentals may be stronger than market sentiment suggests. India is highlighted as a compelling long-term opportunity, supported by a fast-growing equity market, increasing innovation, a broadening corporate landscape, rapid urbanisation, and multiple sectors still early in their development cycles.
