Show Notes
Investor positioning across Asian equities is shifting, with opportunities increasingly driven by market-specific factors rather than a single regional or thematic narrative. In this episode of Barclays Brief, Patrick Coffey is joined by Kaan Singh, Head of APAC Barclays Equities Tactical Strategies and Flow Equity Derivatives, to dive in to where investors are putting money to work in Asia and why. They discuss the rotation toward Japan, as investors look beyond the most crowded AI and semiconductor trades and search for more durable structural themes. Alongside this, the conversation explores early signs of re-engagement in China, supported by improving market sentiment and upcoming tech IPOs, and Korea’s highly concentrated semiconductor and high-bandwidth memory (HBM) market. Looking ahead, they consider how market expectations around AI investment are evolving and offer a clearer lens on how opportunities across Asian equities could develop. Clients can read more on Barclays Live: Cross Asset Research, Korea: Large investment plan from the semiconductor manufacturers Samsung & SK Hynix: Pricing Tailwinds Intact Thinking Macro: The best AI value might be hiding in Tokyo China Technology: The Forest Report – 1Q26 Edition Asia Credit Alpha: AI central in Korea/China
Listeners can also explore the topic further: Q3 2026 Global Outlook: Solid fundamentals, fewer bargains
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