SINGAPORE — Investors may be shying away from markets in Southeast Asia,
but JPMorgan’s James Sullivan sees opportunity in the region over the medium term.
“We’ve upgraded Indonesia, we’ve upgraded Thailand on the argument that investor positioning in these markets is incredibly light,
” Sullivan, head of Asia ex-Japan equity research at the firm, told CNBC’s “Squawk Box Asia” on Thursday.
“We’re looking at opportunity for over $650 billion in overall asset flow into emerging markets generally.
In ASEAN, for the first time in many, many years, investors are underweight every single ASEAN market,
” Sullivan said, adding that the region will be “interesting ... from the reality versus perception perspective.”
https://www.cnbc.com/2020/11/26/jpmorgan-sees-opportunities-in-southeast-asia-for-medium-term.html 
JPMorgan says investors are underinvested in Southeast Asia and could miss out on opportunities
but JPMorgan’s James Sullivan sees opportunity in the region over the medium term.
“We’ve upgraded Indonesia, we’ve upgraded Thailand on the argument that investor positioning in these markets is incredibly light,
” Sullivan, head of Asia ex-Japan equity research at the firm, told CNBC’s “Squawk Box Asia” on Thursday.
“We’re looking at opportunity for over $650 billion in overall asset flow into emerging markets generally.
In ASEAN, for the first time in many, many years, investors are underweight every single ASEAN market,
” Sullivan said, adding that the region will be “interesting ... from the reality versus perception perspective.”
https://www.cnbc.com/2020/11/26/jpmorgan-sees-opportunities-in-southeast-asia-for-medium-term.html