BofA Fund Manager Survey May 2025: India Tops APAC Picks
Why in the news
BofA Securities’ May 2025 Fund Manager Survey named India the favourite Asia-Pacific equity market.
Net preference
| Market | Score |
|---|---|
| India | 42% |
| Japan | 39% |
| China | 6% |
| Singapore | 3% |
| Taiwan | -19% |
| South Korea | -19% |
Key facts
- Themes: infrastructure and consumption; India seen gaining from supply chain realignment after tariff changes.
- Mood: net 59% expect a weaker global economy (82% earlier); net 58% expect slower earnings (78% earlier).
- Method: run 2-8 May 2025; 109 respondents in the APAC survey managed $234 billion.
Exam angle
- Survey: BofA Securities FMS; Thailand least preferred.