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Lombard Odier Investment Managers

2024 Top 500 Ranking: 280

Powerhouses of growth in South-East Asia

Powerhouses of growth in South-East Asia

As we look into 2024, we like countries and sectors with dominance in either local macro strength or global exports. We already discussed India in our previous insight. Our two other country overweights are Indonesia and the Philippines. We outline the reasons why in the latest instalment of our outlook ...

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