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Tilt to Asia steepens in late October

With the clock ticking down on the US presidential election and COVID-18 cases rising steeply in the US and much of Europe, investors had plenty of reasons to tread cautiously in late October and, for the most part, they did so. Flows to most EPFR-tracked fund groups during the week ending Oct. 28 ranged from subdued to negative. But there was one clear exception: fund groups dedicated to Emerging and Developed Asian markets.

The appetite for Asian exposure is rooted in the region’s generally effective response to the pandemic and the trajectory of its recovery anchored by China’s return to positive economic growth. The latest IMF forecast for collective Emerging Asian GDP growth this year is -1.7% versus -4.6% for Emerging Europe and -8.1% for Latin America. During the latest week China Equity Funds took in fresh money for the eighth time in the past 11 weeks, flows to Japan Bond and Equity Funds hit 38 and 79-week highs and both Philippines and Malaysia Equity Funds recorded their biggest inflows year to date.


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