Smaller Asian high‑growth tech names ride AI wave, with select mid‑caps posting 30–100% annual earnings gains
Mid‑cap Asian tech firms post explosive earnings as AI unlocks new revenue streams.
Asia
Nvidia’s new Vera Rubin platform sends Asia chipmakers higher, then US export‑permit threat triggers pullback
Nvidia Rubin launch lifts Asia chips, but US export permit threats reverse gains.
Asian chip giants power ahead as Samsung profit triples and TSMC beats revenue forecasts
Samsung profit triples and TSMC revenue beats forecasts on AI chip demand surge.
Data‑centre and industrial assets lead Southeast Asia real‑estate allocations as investors hunt resilient income
Investors rotate into Southeast Asia data centres and industrial parks as growth outpaces offices and malls.
Leo International Group bets on Kuala Lumpur luxury with Armani Hallson KLCC push into Taiwan wealth market
Leo International promotes Armani Hallson KLCC to Asian wealth clients as part of its regional lifestyle platform.
Singapore’s UI Boustead REIT kicks off 2026’s largest IPO with S$973.6m industrial and business‑park portfolio
UI Boustead REIT raises S$973.6m in 2026’s biggest IPO, anchored by industrial and tech assets.
Big borrower default could wipe out a year of Southeast Asia bank earnings, S&P warns
S&P says loan books remain concentrated enough that a single big default is dangerous.
ASEAN Islamic finance assets set to top US$1tn in 2026, led by Malaysia and Indonesia
S&P sees ASEAN Islamic finance assets passing US$1 trillion, but growth remains concentrated.
ADB warns US$2.5tn trade‑finance gap to widen as Southeast Asia supply chains realign
ADB says Southeast Asia’s supply‑chain shift is outpacing banks’ ability to fund trade.
Iran conflict forces Asian central banks into sharp policy rethink as oil shock bites
The Iran–Middle East war is forcing Asian central banks to juggle inflation, growth and capital outflows as oil and the dollar surge together.
