Smartkarma Webinar | ASEAN Markets Outlook: Drivers, Policies & Risks in 2025

In the next installment of our Webinar series, in collaboration with ASEAN Exchanges, we go live with Smartkarma Insight Provider Manishi Raychaudhuri.

• The ASEAN region is expected to witness positive economic growth in the coming years, driven by robust domestic demand, increasing foreign investments, and government initiatives to boost economic activities.

• However, challenges like trade turmoil, poor consumer confidence, and potential deflation need to be addressed to sustain and enhance the markets' attractiveness.

Join us as Dr. Manishi Raychaudhuri shares his outlook on capital markets across ASEAN, including timely insights on sector trends, policy shifts, and future risks shaping investment opportunities in the ASEAN-6.

The webinar will be hosted on Monday, 28 April 2025, 16:30 SGT/HKT.

Dr. Manishi Raychaudhuri possesses nearly three decades of experience in Asian Equities in the roles of APAC Head of Equity Research, Asian Equity Strategist and Analyst across various sectors, brings a unique cross border and cross-industry perspective to the process of investment strategy and asset allocation. He worked in senior leadership roles at BNP Paribas and UBS across Mumbai and Hong Kong. Prior to UBS, he was with ICICI Securities, then a JV with JP Morgan. Manishi marries top-down macro-economic outlook with bottom-up sector themes to create unique alpha generative portfolios for clients.