MSCI Asia Ex-Japan Index Could Post Midteens Gains in 2026 -- Market Talk

Dow Jones

12/04

0616 GMT - The MSCI Asia ex-Japan Index is estimated to deliver midteens percentage returns in 2026 on strong projected earnings and supportive macro trends, says Chetan Seth, Nomura Asia ex-Japan equity strategist, at a media briefing on Thursday. While acknowledging AI bubble concerns, he remains bullish on AI names as supply continues to lag robust demand in the sector. Still, Nomura advises maintaining a balanced portfolio. The investment bank's top two market picks for 2026 are South Korea and India, the former expected to be driven by strong tech earnings and the latter by robust domestic demand. Although China's strong equity performance is expected to gradually converge with its weaker fundamentals, Nomura still favors the market for its leading tech names. (jason.chau@wsj.com)

(END) Dow Jones Newswires

December 04, 2025 01:16 ET (06:16 GMT)

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2588039660"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2588039660\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2588039660?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-04 14:16","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2588039660","market":"fut","top_or_hot":-1,"title":"MSCI Asia Ex-Japan Index Could Post Midteens Gains in 2026 -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0616 GMT - The MSCI Asia ex-Japan Index is estimated to deliver midteens percentage returns in 2026 on strong projected earnings and supportive macro trends, says Chetan Seth, Nomura Asia ex-Japan equity strategist, at a media briefing on Thursday. While acknowledging AI bubble concerns, he remains bullish on AI names as supply continues to lag robust demand in the sector. Still, Nomura advises maintaining a balanced portfolio. The investment bank's top two market picks for 2026 are South Korea and India, the former expected to be driven by strong tech earnings and the latter by robust domestic demand. Although China's strong equity performance is expected to gradually converge with its weaker fundamentals, Nomura still favors the market for its leading tech names. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 04, 2025 01:16 ET (06:16 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MSCI Asia Ex-Japan Index Could Post Midteens Gains in 2026 -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMSCI Asia Ex-Japan Index Could Post Midteens Gains in 2026 -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-12-04 14:16</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0616 GMT - The MSCI Asia ex-Japan Index is estimated to deliver midteens percentage returns in 2026 on strong projected earnings and supportive macro trends, says Chetan Seth, Nomura Asia ex-Japan equity strategist, at a media briefing on Thursday. While acknowledging AI bubble concerns, he remains bullish on AI names as supply continues to lag robust demand in the sector. Still, Nomura advises maintaining a balanced portfolio. The investment bank's top two market picks for 2026 are South Korea and India, the former expected to be driven by strong tech earnings and the latter by robust domestic demand. Although China's strong equity performance is expected to gradually converge with its weaker fundamentals, Nomura still favors the market for its leading tech names. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 04, 2025 01:16 ET (06:16 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MSCI","symbol_name":"MSCI Inc","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2588039660","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2588039660","pubTimestamp":1764828960,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0616 GMT - The MSCI Asia ex-Japan Index is estimated to deliver midteens percentage returns in 2026 on strong projected earnings and supportive macro trends, says Chetan Seth, Nomura Asia ex-Japan equity strategist, at a media briefing on Thursday. While acknowledging AI bubble concerns, he remains bullish on AI names as supply continues to lag robust demand in the sector. Still, Nomura advises maintaining a balanced portfolio. The investment bank's top two market picks for 2026 are South Korea and India, the former expected to be driven by strong tech earnings and the latter by robust domestic demand. Although China's strong equity performance is expected to gradually converge with its weaker fundamentals, Nomura still favors the market for its leading tech names. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"MSCI":"MSCI Inc","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4212":"包装食品与肉类","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4588":"碎股","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BK4112":"金融交易所和数据","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","POST":"Post Holdings","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK4585":"ETF&股票定投概念","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC"},"translate_title":"MSCI亚洲（日本除外）指数可能在2026年实现十几岁左右的涨幅——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"POST":1.5,"MSCI":1.5},"content_text":"0616 GMT - The MSCI Asia ex-Japan Index is estimated to deliver midteens percentage returns in 2026 on strong projected earnings and supportive macro trends, says Chetan Seth, Nomura Asia ex-Japan equity strategist, at a media briefing on Thursday. While acknowledging AI bubble concerns, he remains bullish on AI names as supply continues to lag robust demand in the sector. Still, Nomura advises maintaining a balanced portfolio. The investment bank's top two market picks for 2026 are South Korea and India, the former expected to be driven by strong tech earnings and the latter by robust domestic demand. Although China's strong equity performance is expected to gradually converge with its weaker fundamentals, Nomura still favors the market for its leading tech names. (jason.chau@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 04, 2025 01:16 ET (06:16 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}