Goldman Sachs says AI and energy resilience are creating a North-South divide in Asian markets

Investors are focusing on AI developments in North Asia. China is coming out of more than three years of deflation measured by the producer price index.

CNBC • May 20, 2026

Japan can choose to save either the bond market or currency, but not both: Asset Manager

Nick Ferres, CIO of Vantage Point Asset Management, joins Squawk Box Asia to discuss the impact of the prolonged energy shock on global markets. He notes that the Japan is particularly vulnerable to the oil supply shock, and talks about the BOJ's policy dilemma.

CNBC International TV • May 5, 2026

APAC Equities: The Sensitivity To Oil Prices

Among APAC equity markets, Australia has a higher beta to oil prices while India, Indonesia and Thailand have lower betas. Domestic political uncertainties have been one main reason for the decoupling trend seen in Indonesia and Thailand.

Seeking Alpha • Jul 29, 2025

3 ETFs to Buy From the Newest ETF Fund of Funds

Whenever I'm writing about exchange-traded funds (ETFs) to buy, it's easy to go with the tried and true, such as providers like iShares and Vanguard. However, new products are always coming down the pike worth considering for your investment portfolio.

InvestorPlace • Jul 27, 2024

Asia-Pacific Is Not Just China

While the China macro story of ongoing transition is a headwind to the rest of Asia, there is more to the region's economic health than this.

Seeking Alpha • Feb 9, 2024

ASEAN Economic Outlook In 2024

The total nominal GDP of the ten ASEAN nations measured in US dollar terms amounted to USD 3.6 trillion in 2022, more than doubling compared with total GDP of USD 1.6 trillion in 2009. Singapore's GDP growth rate improved to a pace of 2.8% y/y in the fourth quarter of 2023 according to the advance estimate of GDP from the Ministry of Trade and Industry (MTI).

Seeking Alpha • Jan 16, 2024

Asia Continues To Fuel Global Growth, But Economic Momentum Is Slowing

The region is likely to see faster disinflation, but prospects for growth in coming years are dimming. Strong consumer spending has supported growth in Asia's three largest economies this year, but there are already signs that the region's recovery may be running out of steam.

Seeking Alpha • Oct 14, 2023

Global ETF Market Facts: 3 Things To Know From Q2 2023

Global ETF Market Facts: 3 Things To Know From Q2 2023

Seeking Alpha • Jul 12, 2023

Global ETF Market Facts: 3 Things To Know From Q1 2023

Most ETF trading activity occurs in the secondary market, where ETF shares change hands between buyers and sellers. March 2023 saw a number of shocks to global financial markets, including bank bailouts and the prolonged effects of a heightened interest rate environment.

Seeking Alpha • Apr 14, 2023

BBAX: Asia-Pacific Ex-Japan ETF Generating Decent Yield And Total Return

Portfolio's composition reflects BBAX's preference for less-volatile segments of the market, as well inclination toward economies with best credit rating. BBAX's portfolio is composed of large and mid-cap stocks and tends to hold its investments for a longer period of time. Its expense ratio is also quite low.

Seeking Alpha • Feb 21, 2023