Asia Portfolio Flows

Portfolio flows to Asia ex-China recovered in April 2026, driven by an $8.4bn surge into Taiwan equities and strong demand for Indonesian central bank paper (SRBIs).

Key Takeaways

• 1.Portfolio flows into Asia ex-China recovered in April with modest equity inflows of USD 2.6bn and substantial debt inflows of USD 7.2bn as geopolitical sentiment stabilized.
• 2.Equity inflows are highly concentrated in Taiwan (USD 8.4bn), driven by the AI investment boom and semiconductor cycle strength.
• 3.India and Indonesia continue to face headwinds, with India seeing USD 5.2bn in equity outflows due to inflation/growth concerns and Indonesia suffering from fiscal position worries.

Table of Contents

• At a glance
• Equity and debt, by market
• Foreign ownership shares
• Foreign flows
• Government bond holdings
• Appendix: data sources

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