Equities

Indian equities sitting on the ‘wrong side’ of AI trade could offer investors a shield against Taiwan and South Korea’s semiconductor volatility.

The Uzbekistan National Investment Fund is set to list on the London and Tashkent stock exchanges, marking a historic shift from debt to equity as the Central Asian nation's liberalising economy courts global investors.

Australian Retirement Trust views the AI bubble narrative as premature but warns AI-related equities are no longer cheap, as the fund repositions towards financials and healthcare.

After a volatile Year of the Snake, investors enter the new year with fresh optimism as experts spotlight key opportunities ahead.

The Australian pension fund’s CEO argues the market is betting on the wrong part of the AI value chain.

Pension assets worldwide surged 9.6% to $68.3 trillion in 2025, with Japan and Australia ranking among the world’s largest markets, a new report says.

Deflationary pressures, property overhang and industrial overcapacity are steering capital into structurally resilient tech niches and Chinese government bonds.

A senior portfolio manager at Australia's second-largest pension fund warns that a simultaneous selloff in bonds and equities represents the greatest fundamental risk facing investors this year.

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.

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.

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.