Standard Chartered upgraded Asia ex-Japan equities to overweight, expecting the region to post the strongest earnings growth globally in 2026 and 2027, supported by AI investment and semiconductors. It prefers Taiwan, China and India, while maintaining a positive view on US equities, bonds and gold.
Standard Chartered has upgraded Asia ex-Japan equities to overweight, forecasting the strongest global earnings growth for the region in 2026 and 2027. This positive outlook is primarily driven by significant investments in Artificial Intelligence and a robust semiconductor…
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