亚洲多国经济数据亮眼，新兴亚洲市场配置或正当时

Group 1 - Emerging Asian markets mostly rose, with India's Sensex index increasing by 0.3% and reaching a new historical high, while Thailand's SET index and Malaysia's FTSE index both rose by over 1% [1] - India's economy showed an annualized growth rate of 8.2% in Q3, exceeding market expectations and marking the fastest growth in six quarters [1] - InCred Asset Management noted that the correction in Indian stock indices over the past 14-15 months has bridged the gap between corporate earnings and stock valuations, creating attractive entry points [1] Group 2 - Malaysia's trade volume for January to September 2025 grew by 4.4% to 2.235 trillion ringgit, setting a historical record [1] - The trade volume accounted for 134% of Malaysia's GDP, highlighting its deep integration into the global economy [1] - Key growth drivers included electronics (especially semiconductors), machinery, palm oil, and processed foods, with a surge in electronics exports attributed to companies preemptively shipping to avoid U.S. tariffs and a global tech cycle recovery [1] Group 3 - The Emerging Asia ETF (520580) tracks the Singapore Exchange's Emerging Asia Select 50 Index, primarily investing in India, Indonesia, Malaysia, and Thailand, with India accounting for approximately 48% of its weight [2] - The index has a high correlation with the Indian market, with a correlation coefficient of 0.69 with the Sensex 30 index over the past three years [2] - This correlation provides a new benchmark for global diversification, with lower correlations to other major indices such as the Hang Seng Index and the Dow Jones Industrial Average [2]