亚洲新兴市场股票策略：投资者对 2026 年的看法及亚太峰会要点-Asia EM Equity Strategy-Investor Views on 2026 and AP Summit Takeaways

November 24, 2025 09:00 PM GMT Asia EM Equity Strategy | Asia Pacific Investor Views on 2026 and AP Summit Takeaways Investors were generally constructive on the 2026 risk outlook and formed a strong consensus on the US-relative valuation appeal within Asia's growth and AI cohorts. Key Takeaways 2026 outlook season: In our 2026 Asia EM Outlook, we led with a recommendation for tight market-risk positions versus benchmarks with a slight preference for Japan vs. EM in 2026. Stock selection in the form of our ...