Asia

Latest edition · August 5, 2026

Asia-Pacific Portfolio Strategy Asian equity market daily update(78)

The MXAPJ index gained 2.1% today, fueled by robust performance in Korea and Taiwan, with Information Technology and Materials leading sector returns.

The MXAPJ equity market registered a 2.1% gain on August 5, 2026, building on a strong 21% YTD return. Performance remains heavily influenced by Korean and Taiwanese markets, while sectors like Info Tech have significantly outperformed. Despite recent gains, regional indices continue to trade at a substantial valuation discount compared to the US market.

Key takeaways from the latest edition

• 1.The MXAPJ Index rose 2.1% today, driven by strong performance in Korea and Taiwan.
• 2.Info Tech and Materials sectors led regional market gains, while Energy and Utilities lagged.
• 3.Asian equities maintain a significant valuation discount relative to US markets but are in line with European valuations.

What this series covers

• Asia-Pacific Portfolio Strategy: Asian equity market daily update
• By MSCI markets
• By MXAPJ GICS 1 sectors
• Asian markets at a glance
• Market valuations
• Japan in a nutshell
• Performance and correlation heatmap
• Fund Flows and Liquidity
• Market breadth and baskets performance
• Macro environment and financial conditions
• Earnings revisions of regional markets and sectors
• Disclosure Appendix

Edition archive

• Asia-Pacific Portfolio Strategy Asian equity market daily update(78)

  August 5, 2026

• Asia-Pacific Portfolio Strategy Asian equity market daily update(7)

  July 28, 2026

• Asia-Pacific Portfolio Strategy Asian equity market daily update(5)

  July 23, 2026

• Asia-Pacific Portfolio Strategy Asian equity market daily update(4)

  July 22, 2026

• Asia-Pacific Portfolio Strategy Asian equity market daily update(74)

  July 16, 2026

• Asia-Pacific Portfolio Strategy: Asian equity market daily update

  July 2, 2026