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

Dow Jones

Dec 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)

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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\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\">2025-12-04 14:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\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\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0109391861.USD","symbol_name":"富兰克林美国机遇基金A Acc","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. 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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"}}}