Asian equities: building on emerging opportunities

Learn more about the growing importance of Asian economies, the region’s technology exposure, and the rising spending power of Asian consumers.

Published on 29.10.2026 CET

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– Emerging Asia’s growing economic importance – Improving macroeconomic fundamentals – EM Asian equities – Country and sector differences – Technology exposure in Asia – Equity performance and valuation – Rising spending power of Asian consumers

Flash October 2026

Asian economies have substantially increased their share in the global economy over the past decades. Emerging Asia may provide diversification and exposure to potential growth opportunities, while the region’s significant technology exposure offers access to structural trends. At the same time, the rising spending power of Asian consumers may create longer-term opportunities.

Key takeaways

The growing importance of Emerging Asia: Asian economies have substantially increased their share in the global economy. This growing economic importance makes Emerging Asia an increasingly relevant part of the global investment landscape.
Technology and the equity landscape: Emerging Asia provides exposure to a broad equity universe, with significant technology exposure. The region therefore offers investors access to companies and industries that may complement equity exposure in other regions.
The rising Asian consumer: The rising spending power of Asian consumers may provide potential longer-term opportunities. At the same time, investments in Emerging Asia may offer diversification benefits, depending on an investor’s objectives, circumstances and risk tolerance.