The U.S. election and China's stimulus plans are key factors shaping economic growth, investment prospects, and market volatility in Asia. At the same time, ongoing structural and cyclical trends are likely to fuel the tech boom in Taiwan and Korea, economic strength in India, and corporate reforms in Japan and other markets. This dynamic environment suggests that the coming quarter may require more nuanced investment strategies to navigate potential divergences. The Guide to Investing in Asia, an expansion of the former Guide to China, seeks to help investors understand the many opportunities and risks in the region. This quarter, investors should focus on the following 5 questions, with implications for investing in the region and for global portfolios:

• How will policy changes under a new U.S. administration affect Asia’s economy and markets?
• What impact will China’s stimulus measures have on domestic confidence?
• How long will volatility in the Japanese Yen continue?
• How can investors balance India’s growth potential with its equity market’s sky-high valuations?
• How can investors invest in the AI theme outside of the best performing U.S. tech stocks?