Aberdeen Highlights 3 Investment Themes for 2025

Explore Investment Opportunities in 2025: Asian Stocks Still Cheap, Worth Watching!! If you’re looking for investment opportunities this year, Aberdeen suggests that Asian stocks are highly interesting due to their lower valuations compared to global markets. Additionally, profits of companies listed in this region are expected to grow around 10-12%, especially in China and India, which seem to have the most promising future. Meanwhile, U.S. stocks are becoming increasingly expensive, making emerging markets in Asia worth watching. With the U.S. having clearer tax policies, there’s a chance that more investment capital will flow into the region.

3 Investment Themes to Watch in 2025:

1.Innovation

Innovation and AI remain exciting investment opportunities. While the introduction of AI tools like Deepseek might cause short-term market volatility, large U.S. companies are continuing to invest heavily in development. This year, it’s crucial to watch whether the costs of AI development will decrease, because if they do, these technologies could become more widely adopted.

2.Globalisation 3.0

A new wave of globalization is on the horizon. After experiencing disruptions in supply chains, such as during the COVID period, investors need to pay attention to how Trump’s tax policies will affect this trend. However, the trend of diversifying supply chains across multiple countries will accelerate and become more comprehensive, which could benefit Asia.

3.New Consumption

People may not be spending less, but their spending patterns are changing significantly. For example, in China, there are drone services delivering bubble tea to the Great Wall of China, while in India, some delivery services are getting items to customers within 10 minutes, even in heavy traffic. Additionally, the tourism industry is growing well, with companies like Trip.com from China and Indian Hotels expanding despite the overall economic outlook not being particularly good.

Where Will Investment Capital Flow?

At the moment, it’s important to watch when U.S. tax policies become clearer, as investors are seeking new alternatives after the U.S. stock market became increasingly expensive. Asian stock markets are looking more attractive, especially when considering the expected earnings growth of companies in the region, such as China (11-14%), India (16%), while Asian stocks are still valued 30% lower than global stocks, marking the lowest level in the past 10 years.

For those interested in investing in Asian stocks, Aberdeen recommends the ABAPAC Fund, which focuses on investing in Asia-Pacific stocks (excluding Japan). This region is growing rapidly due to investments in infrastructure, urban expansion, and increasing consumer purchasing power. This year, Asian stock markets look promising because stocks are still cheap, and company profits are expected to grow well. If U.S. tax policies are clarified, there’s a chance that more capital will flow into the region. If you’re considering an investment opportunity, it might be worth studying Asian stocks.