US-China controls and currency volatility are not pulling capital out of Asia but they're forcing investors to become more precise, splitting tech exposure by policy alignment and treating FX as a core component of return.
Tag : policy
Following the UK's examination of Australia's superannuation system last year, the Trump administration is now signalling serious consideration of the mandatory savings model for US retirement savings.
AI investment themes for 2026 may centre on infrastructure enablers, upstream semiconductors, and strong Asian players, with regulatory and capital expenditure concentration as key risks.
As India faces headwinds from US tariffs and market volatility, investors see reforms becoming institutionalised while external challenges remain manageable due to the country's domestic orientation.
As the US raises barriers for foreign tech talent, China is opening its doors.
Crashing panel prices and oversupply have hit manufacturers hard, driving investors toward renewables with storage.
As Powell hints at a dovish turn, market experts explain how the anticipated policy shift could recalibrate risk and opportunity across Asian markets, currencies and capital flows.
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As Beijing pledges targeted stimulus to meet its economy growth goal of about 5%, investors weigh whether current measures can revive momentum.
Despite US and European investors scaling back, global interest in Chinese stocks persists, with allocators from Southeast Asia, the Middle East, and other markets looking for stronger signals to increase their exposure.
Investors should dig deeper into subsectors along the value chain to benefit from China’s carbon neutrality push, Asian equities experts said.
