APAC Financial Markets Spotlight – May 2026

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Quarterly report

APAC equities rebound after focus returns to fundamentals

Despite pulling back in March due to the Middle East energy supply shock, APAC equities rebounded in April to outperform global peers YTD. APAC government bond and FX markets remained resilient with limited spread widening. Australian and Philippines central banks tightened on the energy shock while the BoJ held steady.

Key highlights:

Macro and policy backdrop - Australia and the Philippines the first to react
APAC equities – renewed focus on AI and fundamentals sustained APAC lead
Energy shocks and equity reactions - APAC equities more resilient versus Europe
APAC bond and FX returns – APGBI modestly outperformed WGBI YTD
APAC yields, curves, and spreads – APAC spreads versus the US showed resilience

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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