Investors seeking strong returns in Asia over the next six to nine months should consider India and Japan, according to PAG's Lincoln Pan. Pan cites India's robust domestic growth and capital inflows, while Japan presents opportunities in AI-driven data center development. Pan advises caution on China, suggesting a wait-and-see approach until sustained government stimulus drives a consumer economic rebound.
Investors searching for"quality alpha" in Asia should look to India and Japan given the uncertainty in China, according to PAG's Lincoln Pan.
He added that investors might want to consider playing the AI theme via data center development in Japan. "The strongest thing supporting the India market at this point is the growth of domestic equity flowing into the domestic equity markets," the investor said, adding that India has"a tremendous amount of fundamental growth compounded by capital flows in the market."
"If you're looking for alpha, I think it'd be very challenging to find right now in Greater China," Pan told CNBC's Tan.
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