APAC Financial Markets Spotlight – November 2026

Quarterly report

APAC growth resilient despite equity weakness

APAC growth forecasts were broadly upgraded, supported by tech-related exports, despite uneven inflation pressures and renewed monetary tightening. APAC equities underperformed global peers over 3M amid tech valuation corrections, while APAC government bonds outperformed WGBI, led by South Korea. Higher JGB yields are attracting demand from foreigners and insurers as BoJ normalisation continues.

Key highlights:

Macro and policy – APAC growth resilience contrasts with uneven inflation
Asset class returns – APAC bonds outperformed despite equity weakness
Sovereign yields – Policy tightening lifted Philippine and Indian yields
Equities – Renewed investor concern on AI capex
East Asian physical AI enablers – still strong fundamental outlook

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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