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Asia equities: Constructive outlook with AI tailwinds – HSBC
HSBC Asset Management highlights strong recent gains in Asia Pacific stocks excluding Japan and argues that regional fundamentals are now driving performance. The report cites macro reforms, derisked economies, resilient domestic demand and Asia’s central role in the global tech and AI supercycle.Fxstreet
Mon, Feb 16
Emerging Markets: Carry under pressure with tighter conditions – BNY
BNY’s EMEA Macro Strategist Geoff Yu argues that tighter global financial conditions and peaking risk appetite are challenging EM FX carry trades. High-yielding and Latin American currencies face outflows as holdings remain elevated, while EM allocations are still low in global portfolios.Fxstreet
Mon, Feb 16
Japan’s GDP grew 0.1% QoQ in Q4 2025 vs 0.4% expected
The Japanese economy expanded 0.1% over the quarter in the fourth quarter (Q4) of 2025, the preliminary report published by the Cabinet Office showed on Monday. This reading marks a reversal from a 0.7% contraction recorded in Q3, though it fell short of market expectations for a 0.4%.Fxstreet
Mon, Feb 16
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