Group 1 - Southeast Asian emerging markets are expected to see their first consecutive months of foreign net inflow in nearly 16 months, indicating a renewed interest from investors after a prolonged period of capital outflow [1] - From January to date, foreign investors have net invested $719 million in the region, following a net inflow of $291 million in December last year [1] - Indonesia, Thailand, and Malaysia have attracted the largest share of this capital inflow, driven by relatively low valuation levels and economic growth potential [1] Group 2 - Multiple factors are supporting the capital inflow, including attractive valuations, improved macroeconomic stability, and reduced dependence on the US dollar [2] - The current capital inflow reflects a cautious reallocation trend, with investors optimizing their portfolio structures to reduce over-reliance on single markets or currencies [2] - This shift in capital flow indicates that emerging markets, supported by domestic demand and relatively manageable geopolitical risks, are increasingly attracting international capital amid rising global uncertainties [2]
外资杀回东南亚：1月吸金超7亿美元，东盟股市或将迎来近16个月首次连续外资净流入
Hua Er Jie Jian Wen·2026-01-20 11:06