There are many ways investors can ride on the growth of Asia.
A growing middle class and rising affluence are driving higher levels of consumption.
At the same time, Asian countries are modernising by investing in infrastructure and technology.
All these trends point towards a future where Asia is poised to lead the world into a new era of growth.
As investors, we should not miss out on this opportunity of a lifetime to tap on this burgeoning growth.
There is something for everyone: growth-oriented investors can enjoy capital gains as their portfolio companies report higher profits and cash flows, while income-driven investors can savour rising dividends from businesses.
A wide range of companies is tapping into the plethora of opportunities provided by this region.
Here are three stocks with Asian exposure that I will buy with S$20,000.
AMERICAN TOWER (NYSE: AMT) – 5G Infrastructure and Data Center Growth
American Tower (AMT), structured as a REIT, owns and operates a portfolio of approximately 149,686 communication sites as of December 31, 2025.
While the company recently streamlined its international footprint by divesting its operations in India to focus on higher-return markets, it maintains a significant presence in emerging markets through its Africa & APAC and Latin America segments.
The company has pivoted strongly toward data centers as a secondary growth engine.
Its data center segment, bolstered by the CoreSite acquisition, delivered approximately 14% revenue growth in 2025, driven by demand for AI-related workloads and hybrid-cloud deployments.
For the full year 2025 (FY2025), AMT reported total revenue of US$10.65 billion, a 5.1% increase year-on-year (YoY), while Adjusted Funds From Operations (AFFO) per share grew by 8% to US$10.76.
Income investors will appreciate AMT’s commitment to shareholder returns.
The company distributed US$6.80 per share in dividends for 2025, representing roughly 4.9% growth over the previous year.
With a dividend yield of approximately 3.6% and a track record of 15 consecutive years of dividend increases, AMT remains a reliable income generator anchored by the long-term secular trend of 5G and data expansion.
SHENZHOU INTERNATIONAL (SEHK: 2313) – Diversifying Beyond China’s Borders
Shenzhou International, a vertically integrated manufacturer for giants like Nike and Uniqlo, has successfully navigated post-pandemic supply chain shifts.
In 2024, the company saw a significant recovery, with annual revenue rising 14.8% to RMB 28.66 billion and net profit surging 36.9% to RMB 6.24 billion.
This momentum continued into the first half of 2025 (1H2025), with sales growing another 15.3% YoY to RMB 14.97 billion.
While domestic sales in China softened slightly, international demand was robust, with sales to the US and Europe growing by 35.8% and 19.9% respectively.
Crucially, Shenzhou has executed its strategy to diversify production outside of China to mitigate labor costs and geopolitical risks.
Its new garment factory in Phnom Penh, Cambodia, commenced production in March 2025, and a new fabric factory in Vietnam is nearing completion.
The company remains a strong dividend payer, declaring an interim dividend of HK$1.38 per share for 1H2025, a 10.4% increase over the prior year.
CHINA MENGNIU DAIRY (SEHK: 2319) – Margin Expansion Through Operational Excellence
China Mengniu remains a dominant force in China’s dairy market, with an annual production capacity of 13.95 million tons.
The company has shifted its focus toward “lean management” and operational efficiency to counter lower raw milk prices.
Despite a 6.9% dip in 1H2025 revenue to RMB 41.57 billion, the company successfully expanded its gross profit margin to 41.7%.
Under its “One Core, Two Wings” strategy, Mengniu is defending its core liquid milk business (which accounts for 77.4% of revenue) while aggressively growing its Ice Cream (+15%) and Cheese (+12.3%) segments.
The company’s Aice brand has also become a market leader in Southeast Asian markets like Indonesia, providing a clear path for international growth.
While 1H2025 net profit was impacted by one-off impairments from its associate Modern Dairy, the company’s underlying operating profit grew 13.4% to RMB 3.54 billion.
To reward shareholders, the company announced a total cash dividend of approximately RMB 2 billion for 2024 and continues to execute a HK$2 billion share repurchase program to bolster its stock price.
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Disclosure: Calvina Lee does not own any shares of the companies mentioned. Royston Yang owns shares in American Tower.
