Rush to ‘Value Up’ may be Asian stocks’ best defence from Trump
A “value up” trend inspired by Japan is spreading across Asia. Governments and regulators in countries like South Korea, China, India, Singapore, Malaysia, and Thailand are implementing reforms to improve corporate governance and enhance shareholder returns. This is seen as a way to boost market valuations and counter potential economic headwinds. Japan’s experience over the past decade has shown the positive impact of such reforms, leading to a surge in its stock market.
