Debate about the future of South Korean shares now centres on whether the country's Value‑Up reform drive can permanently close a longstanding valuation gap.
Equities
Thailand’s Government Pension Fund is pivoting away from some government bonds, including JGBs, and embracing emerging market equities in the pursuit of a more tactical, globally diversified strategy.
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As artificial intelligence accelerates through the real economy, the Singapore-based group's principal explains why operational impact and capital discipline matter more than trying to predict technology winners.
Korea and Taiwan dominate AI hardware while Japan, China and ASEAN capture infrastructure-driven gains, creating a decade-long regional growth story beyond US mega-caps.
From China and South Korea to Indonesia and the Philippines, EM Asia is poised for a multi-year re-rating as healthier debt levels, governance reforms and local capital cut reliance on foreign investment flows.
In this new edition of our quick fire Q&A, AsianInvestor catches up with Angel Chia, executive director at Hong Kong Academy for Wealth Legacy.
With GDP growth forecast at 6.5-7%, India is emerging as a durable growth story for 2026—though trade tensions and valuations remain key risks to watch.
Political turmoil in late 2024 created a valuation floor. A year later, Korea became one of the world's best-performing markets as investors began believing corporate reforms might actually work.
China-US tensions continue to shape global market narratives, yet allocator behaviour shows geopolitics remains secondary in capital decisions.
The investment story is pivoting from troubled property to green tech, advanced manufacturing, and AI—where global capital sees structural growth despite macro risks.
From AI-driven capex and service digitalisation to a weaker US dollar and stronger domestic markets, investors see emerging Asia, selective European value, and high‑quality franchises as the main winners in a fragmented global equity landscape.
Investors are moving beyond broad benchmarks into sector, factor and active ETFs, while issuers and exchanges race to meet demand with feeder structures, synthetic products and advanced trading workflows.
