The global rise in benchmark government bond yields of the past month has increased return dispersion across Asian equity markets. Our preferred themes of Artificial Intelligence (AI) – related tech hardware – heavily concentrated in Korea, Taiwan, and Japan equities – have not just held up but have outperformed US equities. Corporate reform also continues to help Japanese equities.

Read | Eastspring’s CIO Views Weekly Bulletin

Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.