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) Sunway University’s Dr. Kenneth Cafferkey, a professor specialising in high-performance work systems, joins us to unpack "always-on" culture, a modern workplace trap.

12:00 PM

Popcorn Culture

(REPEAT) We review Avatar: Fire and Ash and replay some of our best moments from the year.

1:00 PM

Cruise Control

(REPEAT) How does the Zeekr 009 Executive fair against its competitors? Daniel shares his thoughts.

2:00 PM

Matt-Splained

(REPEAT)

3:00 PM

Earth Matters

(REPEAT) In this ‘Best of 2025’ replay, we hear from Gerimis Art’s co-founder Wendi Sia, to discover more about the Mah Meri’s bunga moyang, or ancestral spirit flowers, that reflect a way of life in harmony with nature.

4:00 PM

Bar None

(REPEAT) A local football agent joins us in this episode to talk about his world and what goes around in it. Is it as glamorous as it seems?

5:00 PM

BBC World Service

Datshiane Navanayagam talks to philanthropists from France and Nigeria about using their wealth to help others thrive on a special, festive episode of The Conversation.

PROGRAMMES