2026 looks set to begin with a constructive backdrop for Asia and Emerging Markets, supported by fiscal and monetary stimulus, and a weaker US dollar. Policy reforms, rising consumption and the adoption of Artificial Intelligence are some of the structural themes that will offer long-term compelling opportunities across the region. Meanwhile, monetary policy across major economies is set to remain accommodative, supporting bonds as inflation moderates and real yields stay high. Limited supply of bonds in Asia, especially from China, should keep technical factors supportive into 2026.
Read Eastspring’s 2026 Market Outlook
