Where are Asia Pacific investors putting their money?

Survey of fund managers shows investors are more interested in Hong Kong than they are in Singapore.

A BofA Merrill Lynch Global Research report said:

Tech (+45%) and Energy (+40%) are the consensus OW’s for the third consecutive month. Bullish sentiment also caused Asia Pacific investors to aggressively reduce their UW’s in Banks (from -40% to neutral) and Materials (from -13% to neutral). However, they rotated out of the consumer sectors (Staples, Retail, Autos) and further reduced their exposure to insurance (-30%).

China remains the consensus OW, with a net +33% of fund managers reporting an OW allocation. That is the highest reading since Jul’11. But Hong Kong gained the most interest as investors increased their overweight position sharply from +4% to +18% in February. Unlike EM investors, Asia-Pacific investors reduced their exposure to Indonesia (from +14% to -3%) after it massively underperformed the broader market year-to-date.

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