John Woods

Higher rates and new equity supply test markets, but strong earnings and steady growth can sustain the bull run

Much is uncertain, now with the Strait of Hormuz’s vulnerability apparent and key issues still unresolved

The longer the conflict drags on, the worse the outcome for both the global economy and global markets

Asian investors should take a more nuanced approach than either pure complacency or panic selling

Conditions are finally ripe for Asian equity markets to outperform those in developed peers in 2026

Conditions like slowing growth and subdued consumption are still viewed as catalysts that could lift equities in 2026

Region enters the year buoyed by liquidity tailwinds, hinging on China’s pivotal shift towards consumption

Beijing’s new-found willingness to go head-to-head with the US in its trade and tariff war marks a new, muscular change in mindset

Why the 30-year Japanese government bond yield could be the most important ‘risk indicator’ in the world now

In this dynamic environment, the ability to pivot and seize opportunities will define successful investment strategies for the remainder of the year