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Standard Chartered 'overweights' Asia ex-Japan; favours Taiwan, China on AI, earnings

Analyst InsightsEmerging MarketsArtificial IntelligenceCorporate EarningsEnergy Markets & Prices

Standard Chartered said it favors Asia ex-Japan equities, with Taiwan and China highlighted as preferred markets. The firm cited strong earnings prospects, AI-driven investment demand, and easing oil-supply concerns as supportive factors. The note is constructive for regional equities but does not include any new hard data or immediate catalyst.

Analysis

Standard Chartered said it favors Asia ex-Japan equities, with Taiwan and China highlighted as preferred markets. The firm cited strong earnings prospects, AI-driven investment demand, and easing oil-supply concerns as supportive factors. The note is constructive for regional equities but does not include any new hard data or immediate catalyst.

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mildly positive

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