Retail custodian activity is rising in ASEAN markets like SET Thailand and Bursa Malaysia. Currency risk is a key concern. ASEAN equities trade at a discount, offering long-term opportunities. Market education initiatives aim to help custodians navigate volatility.
Retail custodian activity in ASEAN equity markets is showing renewed vigor, particularly around SET Thailand themes.
Bursa Malaysia and the SET Thailand have both seen increased participation from local custodians, driven by a combination of macroeconomic factors and regulatory tweaks. Currency risk remains a primary concern, especially for those holding positions across multiple ASEAN jurisdictions.
Hong Kong's retail‑focused offerings continue to attract capital, though sentiment is tempered by geopolitical crosscurrents. Analysts note that ASEAN equities often trade at a discount to regional peers, presenting potential opportunities for those with longer time horizons.
Market education initiatives are expanding, aiming to help retail custodians better navigate volatility and understand the implications of central‑bank policy shifts.
This report is part of the ASEAN Markets series, tracking retail allocation trends across ASEAN exchanges.
