Post by Erik van de Weele

Rising interest in Asia-Pacific Equities Last week I had the pleasure of traveling with Helen K. to Brussels. She is the client portfolio manager of our Asia-Pacific Equity team, based in Hong Kong. We had interesting discussions with our clients and prospects on this region and our investment strategy. Main points discussed: - What does the energy shock mean of the different countries? - Did the PE change much due to the good performance in 2026? - What part of the performance is linked to AI datacenters? - What is our outlook for countries like China, India and Corea? When you would like to have more information on these topics please reach out to Frank or me. This is for professional investors only. Joshua Blaise Crabb Harfun Ven Jan De Bruijn Steven de Vries #asiapacific, #china, #india