Invesco
June 1, 2026
Midyear Investment Outlook Asia Equities
Market ReportEquitiesInformation TechnologyEnergy
Invesco maintains a constructive outlook on Asia equities for the second half of 2026, driven by structural growth in AI and semiconductors and supported by attractive valuations relative to the US.
Key Takeaways
- 1.Constructive outlook for Asia equities in 2H 2026, primarily led by North Asian markets.
- 2.AI and semiconductors continue to be the primary structural growth drivers for the region.
- 3.Elevated energy prices and geopolitical tensions in the Middle East represent the most significant macro risks.
Table of Contents
- Key takeaways
- AI-driven cycle to remain the core growth engine
- Energy risks to monitor
- Consumption outlook supported by income and wealth effects
- Valuation and liquidity are supportive
- Investment risks
- Important information
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Authors
Mike Shiao
Securities
MSCI Asia ex-Japan
Themes
AI-Driven Growth Structural CycleEnergy Market Geopolitical RiskConsumer Wealth Effect
Regions
Asia PacificTaiwanSouth KoreaChina
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