At the start of 2026, there was a clear sense among investors that Asia was one of the prime beneficiaries of a broad shift in sentiment away from the US market and towards greater global diversification. But the onset of a highly uncertain war in the Middle East has impacted Asian market volatility, particularly given its reliance on Middle Eastern fuel supplies.
In early April we talked to Gabriel Sacks, manager of Aberdeen Asia Focus (AAS), and Isaac Thong, who oversees Aberdeen Asian Income Fund (AAIF), about their perspective, strategies and the opportunities they are finding in the face of market turbulence.
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