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Julius Baer shifts 'major overweight' to India; sees SGX applying 'moral suasion' on big local tech names

Jovi Ho
Jovi Ho9/29/2021 4:22 PM GMT+08  • 7 min read
Julius Baer shifts 'major overweight' to India; sees SGX applying 'moral suasion' on big local tech names
India entered a period of “favourable” demographic growth in 2018, says Julius Baer, one set to last till 2055.
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China’s recent crackdown on the tech and education sectors may have wiped off hundreds of billions in market value, but signs of regulatory action were already apparent from last November, says Mark Matthews, head of research, Asia Pacific at Julius Baer.

What Matthews did not expect, however, was how violently China would crack its whip.

“I thought it would be a tweak — that happened in Macau in 2014 or with the online gaming companies in 2018. Now we know it’s something completely different,” he says.

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