APAC equities move from tactical to structural buys

APAC equities’ 2025 rally has renewed interest, but Franklin Templeton’s Christy Tan says the case is now structural, driven by trade diversification and domestic growth.

Geopolitics and energy volatility will create divergence, so investors should favour targeted country allocations over broad regional exposure.

In the podcast with Top1000funds.com, Tan unpacks what this means for portfolio resilience and the region’s outlook.

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