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Policy stimulus, a weaker US dollar and rate cuts will drive Asia markets going into 2026: Eastspring

Kwan Wei Kevin Tan
Kwan Wei Kevin Tan • 8 min read
Policy stimulus, a weaker US dollar and rate cuts will drive Asia markets going into 2026: Eastspring
Vis Nayar, CIO of Eastspring Investments, says Asian markets have outperformed in 2025 and will remain resilient in 2026. Photo: Bloomberg
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Markets in Asia will continue to grow in 2026, after defying expectations and climbing to record highs amid a year beset by trade tensions and uncertainty, says Vis Nayar, CIO of Eastspring Investments.

“The thing that we mustn’t forget is in 2025 to date, Asian markets have outperformed, and that’s a key metric to remember,” Nayar tells reporters during a media roundtable on Nov 25. “So undoubtedly, we have gone through a journey. As we reach the end of the year, markets are higher than they were at the start of the year.”

As 2026 approaches, policy-led opportunities will support major Asian economies, including China, India and Japan, while domestic measures drive growth across Asean. North Asia and Singapore will also benefit from the global build-out of AI infrastructure.

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