Can Asia’s Market Rally Momentum Last?

Vis Nayar, Chief Investment Officer, Eastspring Investments

12-Nov-25 07:30

Pause
Embed

Asian equities have delivered one of the strongest rallies globally this year, but weeks of volatile trading across Tokyo, Hong Kong, and Shanghai, seem to indicate some hesitation. Vis Nayar, Chief Investment Officer at Eastspring Investments, talks about the factors behind Asia’s market momentum, the outlook for 2026, and where investors should be positioning next.

Image Credit: Shutterstock.com

Produced by: Jake Lim

Presented by: Wong Shou Ning, Elaine Boey, Keith Kam

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: markets, technology, economy, politics, government

Tags: asia tech, asian equities, magnificient 7, magnificient seven, tech equities, tech stocks, asia market,

Today’s Shows

11:00 AM

Best of Enterprise

(REPEAT) Is Kwai Chai Hong preserving heritage, or curating it for a modern audience? Its Co-Founder, Zeen Chang discusses the fine line between community and commodity.

12:00 PM

Popcorn Culture

(REPEAT) The team reviews Good Luck, Have Fun, Don't Die & Wuthering Heights on this episode of Popcorn Culture!

1:00 PM

Cruise Control

(REPEAT) Are Malaysians switching to EVs at an acceptable rate? We unpack where we are in this week's episode.

2:00 PM

Matt-Splained

(REPEAT) Instead of talking about equitable societies, AI has once again decided we have to revert to the ‘world in peril’ format. Richard and Matt try to make sense of it all. Again.

3:00 PM

Earth Matters

(REPEAT) We speak with Lanuza Layon, Chairperson of the Kampung Sungai Kurau Village Development and Security Committee, and Sarah Amer, a Community Organiser from Gerimis Art Project, about the broader struggle for Orang Asli land rights in Malaysia.

4:00 PM

Bar None

(REPEAT) We discuss the latest changes made to BWF's tournaments and competitions, set to take place from 2027 onwards.

5:00 PM

BBC World Service

Datshiane Navanayagam talks to two women whose life changing illnesses led them to set up new businesses after they discovered high street clothes are uncomfortable and difficult to wear when you have restricted mobility or medical needs.

PROGRAMMES