asia markets

Across the region, a number of markets are seeing their currencies weakening despite a relentless, record-breaking rally in domestic stocks.

A long-held tenet of Asia’s markets is suddenly breaking apart

In many ways, the AI infrastructure trade is the biggest swing factor when it comes to the outlook for Asian stocks

In Singapore, the Straits Times Index closed 0.9% higher at 4,807.13 points.

Sell US, buy Asia? US outlook clouded on threat to Fed, geopolitical tensions: analysts

Investors rush into Asia markets, precious metals as the ‘sell US’ trade takes hold

According to Schroders’ Year Ahead 2026: Asia Multi-Asset outlook released on Dec 16, Asia is entering a potentially favourable cycle. 

AI and liquidity to drive Asia markets in 2026 amid US fiscal risks: Schroders

The technology sector remains the cornerstone of Schroders’ bullish thesis for the region

Oracle’s share price has fallen more than 45 per cent since its recent peak. Could the cloud giant be a canary in the coal mine for the AI boom?

What 2025 taught markets, and what comes next

AI hype, tariff shocks, rate cuts and Asia’s surprise winners. What really moved markets in 2025? And what could make or break 2026?

The inaugural Asean-GCC-China Summit that was held in Kuala Lumpur this year. The continued eastward shift of the Gulf’s trade will aid the region’s evolution into a global middle power, says the Asia House report.

China overtakes West in Gulf trade for the first time in ‘watershed’ moment: report

Structural and fundamental factors suggest the trend will only pick up pace in coming years, says think tank

Markets are awaiting the nomination of Fed chair Jerome Powell’s successor after Thanksgiving.

Asian markets to expect short-term pressure from Fed rate cut: analysts

Despite an ‘unexpected hawkish restraint’, a December cut remains likely

Hugh Burke, CEO of Coface Asia-Pacific, says: “Asia has always been driving the global economic landscape… We are seeing a shift of opportunities from more mature markets in Asia to South-east Asia – like Indonesia, Thailand, Malaysia, Vietnam.”
TOPLINE

French trade credit insurer Coface eyes growth in South-east Asia amid rising trade risks

As the global economy fragments and supply chains shift, Coface is leaning into its market intelligence and analytics

OpenAI’s valuation is now at US$500 billion. Can the AI boom keep going?

AI boom, gold rush, oil slump: What Asia’s markets are signalling

OpenAI hits US$500B, gold races to US$4,500, and Singapore launches a stablecoin. This week’s markets in focus.

Some 84% of the crude oil and condensate, and 83% of the LNG that moved through the Strait of Hormuz in 2024 went to Asian markets, estimates the US Energy Information Administration.
COMMODITY INSIGHTS

Possible Hormuz blockade threatens Asia’s energy lifeline, unsettling oil market

About 20% of global oil and LNG supplies, including about half of China’s oil imports, hang in the balance as Iran decides its plans after US strikes