Opportunities in Asian Equities

Opportunities in Asian Equities

Investor positioning across Asian equities is shifting, with opportunities increasingly driven by market-specific factors rather than a single regional or thematic narrative.

In this episode of Barclays Brief, Patrick Coffey is joined by Kaan Singh, Head of APAC Barclays Equities Tactical Strategies and Flow Equity Derivatives, to dive in to where investors are putting money to work in Asia and why.

They discuss the rotation toward Japan, as investors look beyond the most crowded AI and semiconductor trades and search for more durable structural themes. Alongside this, the conversation explores early signs of re-engagement in China, supported by improving market sentiment and upcoming tech IPOs, and Korea’s highly concentrated semiconductor and high-bandwidth memory (HBM) market.

Looking ahead, they consider how market expectations around AI investment are evolving and offer a clearer lens on how opportunities across Asian equities could develop.

Clients can read more on Barclays Live:


Listeners can also explore the topic further:


Important Content Disclosures

Important non-Research content disclosures

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(53)

French bonds: OAT of control

French bonds: OAT of control

French government bonds, or OATs, are under growing pressure. While rising yields reflect a broader sell-off across European markets, concerns over France’s fiscal trajectory and political uncertainty...

9 Okt 12min

Negative headlines, resilient markets

Negative headlines, resilient markets

Markets have spent much of 2026 confronting higher bond yields, tighter central bank policy and elevated oil prices. By historical standards, that should have been enough to derail growth. Instead, ma...

30 Sep 12min

Trump-Xi: Stability without resolution

Trump-Xi: Stability without resolution

The recent summit between Presidents Donald Trump and Xi Jinping brought greater stability to US-China relations, but little substantive resolution. Continued dialogue and an extension of the trade tr...

29 Sep 12min

Pacing the Frontier: What’s next for AI?

Pacing the Frontier: What’s next for AI?

As AI models become increasingly capable, questions around safety and oversight are growing. Recent cybersecurity incidents have intensified the debate over whether frontier AI development needs to sl...

21 Sep 13min

US Rates: Higher for longer

US Rates: Higher for longer

Markets began 2026 expecting interest rate cuts. Instead, investors have faced a sharp repricing in bond markets, with the US 10-year Treasury yield reaching 5% and growing debate around whether polic...

14 Sep 10min

The Multi-Trillion-Dollar Energy Race

The Multi-Trillion-Dollar Energy Race

Markets are fixating on the billions being invested in AI. But a second massive investment story related to energy is emerging and investors need to pay attention.In this episode of Barclays Brief, ho...

8 Sep 11min

European equities heat up

European equities heat up

European equities have been one of the standout market stories of the year. Despite trade tensions, geopolitical uncertainty and persistent questions about growth, the region has delivered unexpectedl...

1 Sep 11min

Nuclear fusion: Tomorrow's solution to today's problem​

Nuclear fusion: Tomorrow's solution to today's problem​

Nuclear fusion has long been viewed as a transformational energy breakthrough, capable of delivering abundant, zero-carbon at operation energy by recreating the same reaction that powers the sun. Rece...

18 Aug 12min

Populärt inom Business & ekonomi

framgangspodden
rss-jossan-nina
varvet
rss-borsens-finest
badfluence
uppgang-och-fall
24fragor
avanzapodden
rss-dr-bjorklund
rss-inga-dumma-fragor-om-pengar
fill-or-kill
bathina-en-podcast
lastbilspodden
rss-kort-lang-analyspodden-fran-di
rss-dagen-med-di
kapitalet-en-podd-om-ekonomi
tabberaset
borsmorgon
rikatillsammans-om-privatekonomi-rikedom-i-livet
bilar-med-sladd