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Rethinking Asia: Where are the opportunities today?

AI may be powering Asia's headlines, but it's only one part of the story.

From the rise of Asia's consumer class to growing commodity demand and attractive dividend opportunities, the region offers a compelling mix of growth, income, and resilience.

In this conversation, Paul Ho, Group Head of Asia ex-Japan Equities at UOBAM, discusses why Asia deserves a rethink, how he views the AI opportunity today, and why investors looking beyond the US may find compelling opportunities across the region.

Timestamps:
0:00 Introduction
0:45 Why Asia, and why now?
3:41 How Asia powers the AI revolution
5:44 Opportunities beyond AI
7:47 ASEAN's dividend advantage
9:48 Are Asia valuations still attractive?
11:36 Why global investors remain underweight Asia
12:35 Why risk management matters

AI may be powering Asia's headlines, but it's only one part of the story.

From the rise of Asia's consumer class to growing commodity demand and attractive dividend opportunities, the region offers a compelling mix of growth, income, and resilience.

In this conversation, Paul Ho, Group Head of Asia ex-Japan Equities at UOBAM, discusses why Asia deserves a rethink, how he views the AI opportunity today, and why investors looking beyond the US may find compelling opportunities across the region.

Timestamps:
0:00 Introduction
0:45 Why Asia, and why now?
3:41 How Asia powers the AI revolution
5:44 Opportunities beyond AI
7:47 ASEAN's dividend advantage
9:48 Are Asia valuations still attractive?
11:36 Why global investors remain underweight Asia
12:35 Why risk management matters

Rethinking Asia: Where are the opportunities today?

Supply chain resilience is becoming a critical business priority across ASEAN and Greater China.

The UOB Business Outlook Study 2026 reveals how businesses are responding to regulatory uncertainty, rising costs, and geopolitical shifts by diversifying supplier networks, strengthening operational resilience, and adopting digital supply chain solutions. Discover the trends shaping supply chain strategy and business competitiveness in an increasingly complex global environment.

📖 Read the full article and download the report now:
https://go.uob.com/bos-2026

#UOB #BusinessOutlookStudy2026 #SupplyChainResilience #SupplyChainManagement #ASEAN #BusinessGrowth #DigitalTransformation #OperationalResilience

UOB Business Outlook Study 2026 (H1) | Supply Chain Resilience #Shorts

Supply chain resilience is becoming a critical business priority across ASEAN and Greater China.

The UOB Business Outlook Study 2026 reveals how businesses are responding to regulatory uncertainty, rising costs, and geopolitical shifts by diversifying supplier networks, strengthening operational resilience, and adopting digital supply chain solutions. Discover the trends shaping supply chain strategy and business competitiveness in an increasingly complex global environment.

📖 Read the full article and download the report now:
https://go.uob.com/bos-2026

#UOB #BusinessOutlookStudy2026 #SupplyChainResilience #SupplyChainManagement #ASEAN #BusinessGrowth #DigitalTransformation #OperationalResilience

UOB Business Outlook Study 2026 (H1) | Supply Chain Resilience

Energy efficiency is no longer just a sustainability goal. It's a business imperative. Discover insights from the UOB Business Outlook Study 2026 on how organisations across ASEAN and Greater China are prioritising energy management and efficiency to strengthen resilience, control costs, and support future growth.

📖 Read the full article and download the report now:
https://go.uob.com/bos-2026

#UOB #BusinessOutlookStudy2026 #EnergyManagement #EnergyEfficiency #Sustainability #ASEAN #BusinessGrowth #ESG #EnergyTransition

UOB Business Outlook Study 2026 (H1) | Energy Management & Efficiency #Shorts

Energy efficiency is no longer just a sustainability goal. It's a business imperative. Discover insights from the UOB Business Outlook Study 2026 on how organisations across ASEAN and Greater China are prioritising energy management and efficiency to strengthen resilience, control costs, and support future growth.

📖 Read the full article and download the report now:
https://go.uob.com/bos-2026

#UOB #BusinessOutlookStudy2026 #EnergyManagement #EnergyEfficiency #Sustainability #ASEAN #BusinessGrowth #ESG #EnergyTransition

UOB Business Outlook Study 2026 (H1) | Energy Management & Efficiency

The UOB Business Outlook Study 2026 reveals that AI adoption is accelerating across ASEAN and Greater China, with businesses investing in AI to enhance productivity, reduce costs, and improve customer engagement. While adoption is growing, organisations continue to navigate challenges around data readiness, funding, and talent development.

📖 Read the full article and download the report now:
https://go.uob.com/bos-2026

#UOB #BusinessOutlookStudy2026 #AI #ArtificialIntelligence #ASEAN #BusinessGrowth #DigitalTransformation #GenerativeAI

UOB Business Outlook Study 2026 (H1) | AI Adoption Trends in ASEAN #Shorts

The UOB Business Outlook Study 2026 reveals that AI adoption is accelerating across ASEAN and Greater China, with businesses investing in AI to enhance productivity, reduce costs, and improve customer engagement. While adoption is growing, organisations continue to navigate challenges around data readiness, funding, and talent development.

📖 Read the full article and download the report now:
https://go.uob.com/bos-2026

#UOB #BusinessOutlookStudy2026 #AI #ArtificialIntelligence #ASEAN #BusinessGrowth #DigitalTransformation #GenerativeAI

UOB Business Outlook Study 2026 (H1) | AI Adoption Trends in ASEAN

What are the biggest priorities for businesses in ASEAN and Greater China in 2026?

The UOB Business Outlook Study 2026 reveals how organisations are responding to economic uncertainty and positioning for growth through investments in artificial intelligence (AI), energy management and efficiency, and supply chain resilience. Based on insights from more than 2,000 business owners and senior executives across ASEAN and Greater China, the study uncovers the key trends shaping business competitiveness and future growth.

📖 Read the full article and download the report now:
https://go.uob.com/bos-2026

#UOB #BusinessOutlookStudy2026 #ASEAN #AI #EnergyEfficiency #SupplyChainResilience #BusinessGrowth #DigitalTransformation
#ASEANBusiness #GreaterChina

UOB Business Outlook Study 2026 (H1) | AI, Energy & Supply Chain Insights #Shorts

What are the biggest priorities for businesses in ASEAN and Greater China in 2026?

The UOB Business Outlook Study 2026 reveals how organisations are responding to economic uncertainty and positioning for growth through investments in artificial intelligence (AI), energy management and efficiency, and supply chain resilience. Based on insights from more than 2,000 business owners and senior executives across ASEAN and Greater China, the study uncovers the key trends shaping business competitiveness and future growth.

📖 Read the full article and download the report now:
https://go.uob.com/bos-2026

#UOB #BusinessOutlookStudy2026 #ASEAN #AI #EnergyEfficiency #SupplyChainResilience #BusinessGrowth #DigitalTransformation
#ASEANBusiness #GreaterChina

UOB Business Outlook Study 2026 (H1) | AI, Energy & Supply Chain Insights