Market outlook
Discussing investment strategies in volatile times at BT-StanChart roundtable
The event will cover equities as well as gold and foreign exchange exposures
2026 outlook: Blowing bubbles
There is clearly a tug of war of narratives as we head into 2026
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?
Investors must reckon with unknowns
Take the market outlooks with a pinch of salt and watch for true surprises
US soft landing expected: Will interest rate cuts further stimulate the market rally?
The stock market outlook remains attractive, with US technology, emerging markets and Japanese stocks showing promise
The Fed’s pivot signals the start of a new market cycle
It is one where the US is no longer the only game in town
Are investors overlooking the upside risk in markets?
Stronger earnings, improving market breadth, and modest investor positioning could keep markets advancing
Taiwan investors turn to Europe as US assets lose favour
In the first half of 2025, they poured NT$14.1 billion into Europe-focused funds based overseas, bringing total assets up to NT$134.8 billion
Israel vs Iran: Navigating a new regime of geopolitical risk
Periodic spikes in equity and bond market volatility are part of a new equilibrium that requires a proactive risk management approach
Navigating global headwinds and capital shifts in Asia Pacific
AS WE approach the second half of 2025, the investment landscape is facing a series of challenges and opportunities driven by global economic shifts, geopolitical tensions and structural changes.
