A pullback in gold prices is sending some Asian investors back into equities, as portfolio managers reduce defensive positions and rebuild exposure to technology, financials and consumer stocks. Wealth advisers say the shift is most visible among clients who bought bullion during recent volatility and are now taking profits after a strong run. Gold remains…
Investors have spent years treating Japan as a tactical market: buy when the yen weakens, sell when global growth slows, and assume corporate behaviour will remain conservative. That view is increasingly outdated. Japan’s corporate reinvention is slower than a technology boom, but it may prove more durable because it is rooted in governance, balance sheets…
Family offices based in Singapore are increasing allocations to Asian private credit, seeking income and collateral-backed exposure after several years in which venture capital and public equities delivered uneven returns. Wealth advisers say the move is being driven by higher base rates, a slower IPO market and growing demand from mid-sized companies that no longer…
Foreign funds are returning selectively to Chinese and South Korean equities as improving earnings expectations and cheaper valuations draw investors back into markets that were heavily underweighted last year. The flows remain cautious, but brokers say global accounts are again asking for exposure to technology hardware, internet platforms, automakers and industrial exporters. China’s market has…
China’s economy is often judged by whether official growth meets a particular target. That debate is too narrow. The more important risk is confidence: whether households believe it is safe to spend, whether private firms believe it is worth investing, and whether foreign companies believe policy will remain predictable enough to justify long-term commitments. China…
A subtle but significant repricing is underway across Southeast Asian sovereign debt markets, and most Western investors have yet to take notice. Over the past six months, yield spreads on Indonesian, Malaysian, and Philippine government bonds relative to U.S. Treasuries have widened by 30 to 55 basis points, a move that reflects more than routine…
The global AI race is often described as a contest between American model developers and Chinese technology champions. That framing misses a larger point: Asia as a region may become the biggest winner because it supplies the hardware, manufacturing capacity, engineering talent and enterprise adoption needed to turn AI from software spectacle into economic infrastructure….
When Hyundai Motor Group announced plans in 2022 to invest $21 billion in the United States through 2030, the move was widely interpreted as a strategic masterstroke. The South Korean automaker would build electric vehicle and battery manufacturing capacity in Georgia, positioning itself to capture incentives under the Inflation Reduction Act while deepening its foothold…
U.S. West Texas Intermediate crude settled above $100 per barrel for the first time since 2022 on Thursday, joining Brent crude in triple-digit territory and confirming that the Hormuz crisis has become a global rather than purely Asian energy event. WTI jumped almost 12% during the session to trade at $112.06, while Brent surged approximately…
Asia-Pacific dealmaking entered 2026 on a foundation of record activity and rising regulatory complexity. Japan produced $218.5 billion in M&A value across 3,472 transactions in 2025, an 83.9% increase in deal value. China’s M&A market is reawakening after years of subdued activity. India continues to attract foreign direct investment at scale. Vietnam’s Investment Law, effective…
