APAC Financial Markets Spotlight - US/EMEA Timezone

Join APAC financial market specialists from FTSE Russell’s Global Investment Research team to hear analysis and commentary on the macro backdrop, market drivers, and trends shaping the APAC financial market. You will gain insights into their implications for fixed income, equity, and currency asset classes, as well as individual geographies within this diverse region. What’s important to watch in APAC now? Inflation and China's slowdown were two key macro themes in 2024. Since the second half of 2024, economies like New Zealand, the Philippines, Korea, and China have eased their monetary policies the most, primarily due to slowing inflation or domestic demand. In 2025, spillovers from China's slowing demand could continue to dominate the outlook for APAC markets. US trade policies have introduced further uncertainty and downside risks to the growth outlook of most APAC markets. Equity markets plunged by more than 10% across most APAC countries in the first half of April amid escalating trade tensions but rebounded afterward. Many APAC central banks have eased further YTD, and uncertainty around global trade has led to a more dovish tone from central banks. As a result, the yield curve has steepened further in many APAC sovereign bond markets.