Asian equities

Decade-high margin levels in Asia help explain selling intensity

Gold, silver and global equities have advanced to all-time highs

Above: Singapore Exchange at Raffles Place.  Asia’s superior growth dynamics, attractive valuations and resilient policy frameworks are making EMs, and Asian EMs in particular, the standout opportunity for 2026.
RETHINKING MATTERS

Local hero: Asia’s risk markets

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

Investor attention has sharpened in recent days after long-term Japanese bond yields surged to multi-year – and in some cases multi-decade – highs.

Asian equities hold ground as Japan bond jitters ease; Wall Street up in early trade

Spillover from Japan’s debt market moves appear limited as regional investors turn to policy signals from Davos

In December, foreigners divested a net US$1.9 billion in Taiwan stocks, for a third straight monthly net sale.

Foreigners sell Asian equities in December on worries over valuations

They have sold local stocks worth US$1.2 billion in India, Taiwan, South Korea, Thailand, Indonesia, Vietnam and the Philippines

The Straits Times Index ended the year at 4,646.21, about 0.2% down.  

2025’s winners and laggards: STI posts best gains in years; South Korea, Vietnam outshine regional peers

The Straits Times Index turns in its strongest performance in at least four years, with a total return of 22.7% in 2025

Arkenomics Capital's team (from left): Reynold Tan, partner, and founders Peter Lum and Dinesh Advani, collectively own just under 30% of Arkenomics Provident Fund.

Boutique firm’s mission to compound wealth through equities is off to a strong start

Arkenomics Capital’s sole fund generated a compound annual growth rate of around 16.8%, on a short track record of 38 months

Sam Konrad of Jupiter Asset Management says that while picking stocks, the company considers factors such as geopolitics and demographics. "From those top-down views, Singapore, to us, stands out."

Why Jupiter’s Apac income fund overweights Singapore stocks

The asset manager has identified stocks in the Republic that have enough liquidity, as well as earnings and dividend growth potential

The revival coincides with a surge in Asia’s equities driven by the artificial intelligence frenzy.

Asia’s rich drive US$200 billion revival in complex equity notes

Issuance of structured products linked to Hong Kong and Singapore equities has surged 80% this year

US President Donald Trump’s move to pull the plug on foreign-assistance projects translates to a loss of US$68 billion in funds for international aid.

Hopes are for impact investing to fill funding gaps in Asia – but less attractive returns are an obstacle

Barriers to growth in the region’s sector include fragmented deal flow and the perception of high risks