A Guide to Investing Asia, an expansion of the former Guide to China, seeks to help investors understand the many risks and opportunities in the region.

Throughout 2025, Asian equity markets have captured global attention, largely due to the structural rather than cyclical themes sweeping across the continent. At the heart of this transformation is the rapid buildout of AI, fueling growth for innovative companies, especially in China. Beyond AI, sweeping corporate governance reforms and easing trade tensions between the U.S. and China are providing additional momentum across the region.

This quarter's slide collection illustrates these exciting trends, highlighting how they are shaping market performance and creating new opportunities for investors.