全球资金回归，东南亚股市将成为2026年的焦点

Group 1 - The core viewpoint of the article highlights that Southeast Asia is becoming a focal point for global capital, with foreign funds investing $337 million in December, marking the highest level since September 2024 [1] - Indonesia and Thailand are leading in attracting investors back to the region, despite a trend where investors sold stocks in Southeast Asia for 10 out of the past 11 months [1] - Overall, the capital outflow for 2025 is projected to remain around $15 billion, indicating a significant shift in investment strategies [1] Group 2 - Christopher Huang, a portfolio strategist at Fidelity International, emphasizes the need for investors to diversify their portfolios beyond the U.S. and crowded sectors like artificial intelligence, suggesting that ASEAN markets will benefit from this trend [1] - The article notes that the ASEAN market has distinct growth engines that differentiate it from other regions, which could attract more investment [1]