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The Most Attractive Market Picks as Funds Flow Back to Asia

Low volatility in Asia rewards risk-and-carry trades: Aviva
BlackRock doesn’t expect big trade disruptions from Trump

Fishermen arrange freshly caught fish on a fishing boat at the Muara Angke port in Jakarta. — Fishermen arrange freshly caught fish on a fishing boat at the Muara Angke port in Jakarta.
Photographer: Dimas Ardian/Bloomberg

By

Y-Sing Liau and

February 17, 2017, 1:40 AM UTCUpdated onFebruary 17, 2017, 7:02 AM UTC

Funds are returning to Asia after the knee-jerk withdrawal following Donald Trump’s election as U.S. president, and declining volatility means debt in India, Indonesia and South Korea are attractive, money managers said.

BlackRock Inc., Aberdeen Asset Management Plc and Aviva Investors share their views on picks in Asia, the impact of President Trump, the outlook for Asian central banks and the dollar: