iShares MSCI All Country Asia Ex Japan

Zhitong Hong Kong Stock Connect Holdings Analysis: Tencent Holdings' Shareholding Value Sees Largest Increase in the Last 5 Trading Days

Tencent Yuanbao announced on New Year's Eve the addition of 100 'Little Ma Cards' worth 10,000 yuan in cash

Tencent Announces 2024 Earnings and 2025 Share Repurchase Plan

Goldman Sachs Maintains Buy Ratings for Prudential and AIA

Alibaba announced it will open-source its new generation model "Qwen3.5"

Tencent Releases Operation Guide for Red Packet New Year Greetings on Yuanbao

Alibaba to Open-Source the Next Generation of Qwen3.5 Model on New Year's Eve

NineSight AI Secures New Round of Funding Weeks After Merging with Cainiao's Autonomous Driving Department

Southbound Stock Connect data shows a net sell-off of Alibaba-W on February 16th

Taobao Hong Kong signs MOU with Hong Kong Customs to combat contraband.

ByteDance, Baidu, and Tencent enter a 'three-kingdom battle' in the AI-generated comics and drama space

US Adds Alibaba to List of Companies Allegedly Assisting Chinese Military, Then Withdraws It Shortly After

Southbound Capital Buys Tencent and Other Tech Stocks Against the Trend Despite Hong Kong Market Correction

Creality, a 3D printing company invested in by Tencent, receives IPO filing approval

Alibaba's 'Qwen' sees a surge in daily active users; executive responds it's not aimed at 'involution'

An AI analyst service downgraded Alibaba stock ahead of its Q3 earnings release.

Alibaba's 'Qwen' Valentine's Day marketing campaign succeeds, driving a surge in AI-assisted orders

Tencent and Ubisoft Collaborate to Build Rainbow Six Siege Esports League in China

QQ Classic Farm Returns, Sparking a Craze for Planting and Stealing Vegetables

Analysis of Meituan's and Alibaba's Losses in the Food Delivery War and Their Impact on Financial Reports

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Asian stock markets declined on Friday, following Wall Street's sell-offs due to concerns over AI disrupting business models. The Nikkei 225 fell 1.2%, influenced by profit-taking and hawkish comments from a Bank of Japan board member. The Hang Seng Index dropped 1.7%, with tech and property stocks underperforming. The Shanghai Composite decreased by 1.3%, amid falling new home prices in China. Other regional markets also saw declines, with the MSCI All Country Asia Pacific Index down 1.4%.

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Mitsubishi UFJ Financial Group, Inc.

SPDR S&P Em Asia

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Nomura Holdings, Inc.

Pro Ultrshrt Yen

Wall Street Cues Damp Asia Stock Markets

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European and Asian equity funds experienced significant inflows in the week ending February 11, totaling $17.53 billion and $6.28 billion, respectively, as U.S. equity funds faced outflows of $1.42 billion. Global equity funds saw a total inflow of $25.54 billion, marking a fifth consecutive week of positive inflows. Additionally, global bond funds attracted $21.09 billion, while money market fund inflows decreased to $1.15 billion. Emerging markets also saw continued interest, with $8.52 billion flowing into equity funds.

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The Vanguard Group, Inc.

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Europe, Asia lead equity fund inflows as US records weekly outflow

The global order is shifting as U.S. policies under President Trump prompt 'middle powers' to take action, leading to increased interest in non-U.S. equity markets. Analysts note that trade deals and proactive policies are boosting European and Asian stocks, with major markets expected to see double-digit earnings growth by 2026. The COVID crisis and geopolitical tensions have highlighted vulnerabilities in global supply chains, driving cohesion among nations. A 'Made in Europe' strategy aims to protect local industries, while currencies like the euro and Canadian dollar may benefit from pro-growth policies.

- The article discusses how the changing global order, influenced by U.S. policies, is encouraging "middle powers" to forge new trade deals and adopt proactive policies.  
- Analysts suggest that these developments boost non-U.S. stocks and may foster economic resilience in Europe, despite challenges in replicating U.S. trade dynamics.  
- A focus on energy production and a "Made in Europe" strategy could drive significant growth, while long-term strategies will continue to evolve amidst geopolitical shifts.

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ANALYSIS-Markets sense opportunity as erratic US spurs 'middle powers' into action

The Thai baht and Indonesian rupiah have strengthened against the U.S. dollar amid modest movements in other Asian currencies. As of February 11, the baht is at 31.150, up 0.29%, while the rupiah is at 16,760, up 0.18%. Other currencies like the Japanese yen and Singapore dollar also showed slight gains. Overall, the Asian currency market is experiencing tepid fluctuations, with some currencies appreciating slightly against the dollar.

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EMERGING MARKETS-Thai baht, Indonesian rupiah rise amid tepid Asian currency moves

Global equity funds experienced significant inflows of $31.46 billion, led by Europe and Asia, as investors reduced exposure to U.S. tech stocks. European funds attracted about $14 billion, while Asian and U.S. funds saw inflows of $9.59 billion and $5.58 billion, respectively. The tech sector faced outflows of $2.03 billion. Global bond funds also remained popular, drawing $18.71 billion, and money market funds recorded a net inflow of $90.75 billion. Emerging market equity funds saw $11.89 billion in net purchases, despite a modest outflow from bond funds.

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Europe, Asia lead global equity fund inflows as investors cut US tech exposure

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The MSCI Asia Stock Index rose by 3%, expected to achieve its largest single-day gain since April

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Investors are considering a shift to Asian equities as US markets face uncertainty and volatility. Asian equities, particularly in Korea and Taiwan, have shown strong performance, with MSCI Asia ex-Japan up significantly in January. Unlike the US, where performance is tied to a few tech companies, Asia's gains are broad-based, supported by sectors like semiconductors and energy. Additionally, stabilizing Asian currencies are improving global returns, while US equities remain highly dependent on consistent growth and margins. This shift in dynamics may signal a longer-term trend in capital flows towards Asia.

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Should investors rotate into Asian equities as US uncertainty lingers?

Ringgit strengthens past key 4 per dollar barrier; Asian stocks hit record highs

Ringgit strengthens past key 4 per dollar barrier; Asian stocks hit record highs

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Asian stocks rose following the Bank of Japan's decision to keep interest rates unchanged, with the MSCI Asia-Pacific index up 0.5% and the Nikkei 225 climbing 0.3%. The U.S. dollar weakened, impacting gold and silver prices, which reached new highs. South Korean stocks led gains, with the KOSPI index surpassing 5,000. Meanwhile, Brent crude futures increased by 0.9% amid easing geopolitical concerns. The market remains cautious with high policy uncertainty ahead of the U.S. Federal Reserve's upcoming meeting.

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Daiwa Securities Group, Inc.

Sumitomo Mitsui Trust Holdings, Inc.

MS&AD Insurance Group Holdings, Inc.

PLUS Korea Defense Industry Index ETF

CSOP NIKKEI225

GLOBAL MARKETS-Asia stocks rise after Bank of Japan keeps rates on hold

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Manulife Investment's Senior Global Macro Strategist, Shao Yuting, stated that despite the policy and geopolitical uncertainties facing global markets, economies can still maintain macro resilience, with the U.S. economy expected to grow by 2%. AI-driven investments continue to provide strong growth momentum, and it is recommended to focus on sectors such as semiconductors, robotics, and new energy. Manulife Investment holds an overweight view on U.S. and Asian stock markets and recommends increasing positions in commodity stocks and emerging market bonds

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Manulife Investment: AI-led investment continues to provide strong growth momentum, focusing on sectors such as semiconductors, robotics, and new energy

iShares MSCI All Country Asia Ex Japan(AAXJ.US)

Wall Street Cues Damp Asia Stock Markets

Europe, Asia lead equity fund inflows as US records weekly outflow

ANALYSIS-Markets sense opportunity as erratic US spurs 'middle powers' into action

EMERGING MARKETS-Thai baht, Indonesian rupiah rise amid tepid Asian currency moves

Europe, Asia lead global equity fund inflows as investors cut US tech exposure