2025 Market Outlook - Asia & EM: Opportunities amid shifting tides

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2025 Market Outlook - Asia & EM: Opportunities amid shifting tides

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in bringing you to the forefront of Asia

Leading investment teams. Access Asia’s best ideas

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Delivering sustainable outcomes through active ownership.

in a sustainable future

Delivering sustainable outcomes through active ownership

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At Eastspring, we are invested in harnessing Asia’s potential to deliver superior long-term outcomes for our clients. As a top 10 asset management firm (in terms of assets under management) in 7 of the 11 Asian markets^ where we operate, our award-winning investment teams bring together a depth of local expertise with a wide global perspective to deliver innovative investment solutions to our clients.

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  • USD
    258
     billion
    Assets under management1
  • 400
    +
    Investment professionals
  • 30
    +
    Year track record
  • 11
    Asian markets2

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CIO Views – What’s top of investors’ minds?

Vis Nayar, Chief Investment Officer at Eastspring Investments, offers his strategic insights on the financial markets and the economy. Explore weekly and monthly perspectives from the CIO.

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Asian credits: Positioned in defensive plays

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Fixed income

Asian credits: Positioned in defensive plays

15 Apr

Vast majority of Asia Pacific USD bond issuers are relatively insulated from US ...

Income investing in Asia: Where are the opportunities?

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Equity

Income investing in Asia: Where are the opportunities?

10 Apr | Christina Woon, CFA , Samuel Bentley

In view of the market developments following the US tariff announcements on 2nd April ...

Why stay invested in Japan?

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Equity

Why stay invested in Japan?

09 Apr | Ivailo Dikov

Japan’s economy is expected to be impacted by US tariffs, with the trade uncertainty ...

Adjusting to US tariff shock

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Multi asset

Adjusting to US tariff shock

03 Apr

The new US tariffs today have raised the US effective tariff rate from 2.2% at the end ...

Sources:

^ As of December 2024. Singapore and Hong Kong (Morningstar), Malaysia (Lipper), Thailand (Association of Investment Management Companies), Korea (Korea Financial Investment Association), India (Association of Mutual Funds in India), Japan (Investment Trusts Association, Japan), Taiwan (Securities Investment Trust & Consulting Association of  R.O.C.), China (Wind), Indonesia (Otoritas Jasa Keuangan), Vietnam (State Securities Commission of Vietnam). Eastspring joint ventures include Hong Kong, India and China. Market ranking based on 100% shareholdings.

Singapore, Hong Kong and Taiwan reflect onshore domiciled mutual funds only. Thailand reflects mutual fund market presence only. Vietnam reflects open-ended mutual funds market presence only. Japan reflects Publicly Offered Investment Trusts market presence. Korea reflects public mutual funds market presence only. China reflects public mutual funds market presence. Indonesia includes Mutual Fund and Discretionary funds. Information based upon Information and sources believed to be reliable at time of publication and subject to change without notice.

1 As of 31 December 2024

2 Presence in China, Hong Kong, India, Indonesia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand and Vietnam.