asia markets

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

On the Singapore Exchange, gainers outnumber losers 106 to 56.

Singapore’s STI, Asia markets rise after US court blocks Trump’s reciprocal tariffs

[SINGAPORE] Singapore stocks rose on Thursday (May 29) morning, after a US trade court on Wednesday blocked US President Donald Trump’s “Liberation Day” tariffs from going into effect.

On the Singapore Exchange, gainers outnumber losers 59 to 39.

Singapore’s STI down 0.1% after Trump’s Apple tariff salvo; Asian markets mixed

[SINGAPORE] Singapore shares were down at Monday’s (May 26) open as regional markets traded mixed after US President Donald Trump on Friday threatened tariffs on Apple.

HSBC says entrepreneurs in Asia have benefited from the region's recent and rapid economic rise, but have less experience in managing wealth.

Many Singapore family businesses unprepared for succession; some prefer to sell: HSBC

More than half lack formal succession plans despite strong desire to pass on the business