亚洲主题阿尔法：2026 年主题催化剂-Asia Thematic Alpha-Thematic Catalysts for 2026

December 3, 2025 09:00 PM GMT Asia Thematic Alpha | Asia Pacific M Idea Thematic Catalysts for 2026 We highlight our preferred Asia themes heading into 2026, with China's AI Path remaining at the top of our rankings, helped by reasonable valuations, strong growth prospects and low ownership. Catalysts on market/governance reform are also shaping up next year, particularly for Korea and Japan. Key Takeaways Themes and Stock-specific Alpha in Focus in 2026: Compared with top-down market allocations, our 2026 ...