China and India are Southeast Asia’s big fat neighbours. They always steal the limelight when it comes to investing in Asia. The capitalisation of the MSCI Southeast Asia index, which includes many of Asia’s other fast-growing economies, is just 2 per cent of that of the global index. But it has outperformed its global peer by a resounding three times over the past three years. What’s not to like?
中國和印度是東南亞國家的兩大鄰國。在投資于亞洲的話題上,這兩個國家始終最引人注意。包括亞洲其他快速發展經濟體在內的摩根士丹利資本國際東南亞指數(MSCI Southeast Asia index)的市值僅為其全球指數的2%,但該指數過去三年的表現,比全球指數高出3倍,令人矚目,怎能令人不滿意?
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