Join APAC financial market specialists from FTSE Russell’s Global Investment Research team to hear analysis and commentary on the macro backdrop, market drivers, and trends shaping the APAC financial market. You will gain insights into their implications for fixed income, equity, and currency asset classes, as well as individual geographies within this diverse region.
What’s important to watch in APAC now?
• Monetary Policies: Inflation pressure eased in most APAC economies. Korea, Indonesia, New Zealand have begun their rate cut cycles. China eased further. Australia and India have kept rates on hold. Diverging monetary policies across the region have significantly influenced asset performance over the last three months.
• Fixed Income: Government bond returns were strongest in Thailand and Indonesia. APAC government bond spreads to UST narrowed in October due to stronger economic data. The government bond curve steepened in China.
• Equity Performance: China and Hong Kong advanced significantly, driven by substantial monetary easing. Tech stocks drove Taiwan’s equity outperformance, while Korea’s equity lagged. Thailand equities led ASEAN gains.
Throughout the discussion, our presenters will draw upon key findings from our APAC Financial Markets Spotlight Market Maps report, published shortly before this webinar.