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Eastspring Investments Research Hub
Explore our curated collection of 9 exclusive reports from Eastspring Investments, featuring expert insights on global markets and macroeconomic trends. This hub provides deep-dive analysis on topics ranging from Asian bond resilience to the current technology investment cycle.
9 reports available
Asian Bonds: Finding Resilience Amid Higher Inflation And Slower Growth
Eastspring Investments provides an outlook on Asian fixed income amid rising inflation, recommending a selective approach to local currency bonds and credit while remaining cautious on duration.
CIO Views Weekly Bulletin
The report highlights a growing divergence in Asian manufacturing activity driven by AI infrastructure demand, while global energy price shocks fuel persistent inflationary pressures. Central banks in the region are expected to tighten policy further, largely influenced by currency depreciation risks.
Sustainability of the Current Tech Cycle
This report examines the sustainability of the AI-driven technology cycle, arguing that supply scarcity and structural shifts toward inference demand justify elevated capital expenditure.
CIO Views Weekly Bulletin Week 20 2026
Rising US Treasury yields, fueled by energy inflation and a stalemate in US-China policy, are exerting significant pressure on Asian currencies and bonds. Central banks in India and Indonesia are increasingly likely to hike rates to combat rapid currency depreciation.
Why Asia Offers Multiple Paths to Targeted Outcomes
This report argues that Asia's diverse markets offer multiple pathways for income and capital growth despite global volatility. It highlights specific opportunities in Asian dividend equities, bonds, and key markets like Japan and India.
AI In Asia: Reality Versus Opportunity
AI is a structural growth driver for Asia, but the region faces significant constraints in power delivery that will differentiate market winners. Investors are shifting focus from general AI hype to identifying companies with durable cash flows and clear monetization paths.
Higher Energy Prices and EM Earnings Growth
Why Asia Demands an Active Approach
Weekly CIO Bulletin
All reports
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Asian Bonds: Finding Resilience Amid Higher Inflation And Slower Growth
Eastspring Investments
CIO Views Weekly Bulletin
Eastspring Investments
Sustainability of the Current Tech Cycle
Eastspring Investments
CIO Views Weekly Bulletin Week 20 2026
Eastspring Investments
Why Asia Offers Multiple Paths to Targeted Outcomes
Eastspring Investments
AI In Asia: Reality Versus Opportunity
Eastspring Investments
Higher Energy Prices and EM Earnings Growth
Eastspring Investments
Why Asia Demands an Active Approach
Eastspring Investments
Weekly CIO Bulletin
Eastspring Investments