APAC Financial Markets Spotlight – August 2026

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Quarterly report

Singapore led 3M equity gains amid July Tech sell-off

APAC equities moderately outperformed US and global peers over 3M, ending 31 July, led by Singapore, while Korea saw a sharp Tech-led correction in July after strong 12M gains. China and India outperformed in government bond markets over 3M, with their central banks keeping policy rates unchanged. USD/JPY eased to 157 following US-JP joint intervention, though the US-Japan rate differential remained a headwind for the yen.

Key highlights:

Macro and policy – Central banks diverged in balancing growth and inflation
APAC equities – Singapore led. Korea sold off, but fundamentals stay solid
APAC bond and FX returns – Indian and Chinese government bonds lead 3M returns
APAC yields, curves, and spreads – Asian yield moves diverged over 3M
China spotlight – an evolving economy and a distinct bond market

This report, published quarterly, delves into the major macroeconomic, fixed income, equity and FX market events shaping the APAC financial markets, leveraging our exclusive databases and platforms such as FTSE Russell indices across asset classes, LSEG Workspace, Lipper fund flows and many more.

From key market movements to emerging trends, this report provides insights on how those critical drivers impact different asset classes across individual APAC markets. This report also discusses the interplay between the APAC markets and global events, helping navigate the complexities of today’s financial world.

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