Singapore Fund Managers Bullish on Asian Equities in 2026 -- Market Talk

Dow Jones

01/20

1018 GMT - Geopolitical risk and market volatility are expected to shape portfolio positioning in 2026, investment managers at Investment Management Association of Singapore, or IMAS, say. While views on inflation remain mixed, the managers broadly expect the Fed to continue easing. They are bullish on Asian equities, expecting MSCI Asia ex-Japan and MSCI China to post strong gains by end-2026. Japan and China are expected to outperform, followed by India, Taiwan, Singapore and South Korea. By contrast, sentiment toward ASEAN markets remains cautious, with Thailand, Indonesia and Malaysia seen lagging despite attractive valuations.(jason.chau@wsj.com)

(END) Dow Jones Newswires

January 20, 2026 05:18 ET (10:18 GMT)

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