Natixis
July 13, 2026
Asia's Capital Surplus Favours The Safest Winners
Macro ThematicEquitiesFXRates Govt BondsEnergyInformation Technology
Capital in Asia is increasingly flowing towards 'safe' export-oriented economies like Japan and South Korea. Emerging nations like India and Indonesia must offer clearer rewards and market-friendly reforms to attract this surplus capital.
Key Takeaways
- 1.Asian investors are prioritizing economies with high-tech productivity, stable governance, and export orientation, favoring Japan and South Korea over larger domestic-demand economies.
- 2.Asian emerging markets must implement market-friendly reforms and demonstrate rewards to investors to attract and retain capital, as inflows are not guaranteed.
Table of Contents
- Asia’s capital surplus favours the safest winners
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Authors
Trinh Nguyen
Securities
Samsung Electronics
Themes
Capital Flow ConcentrationExport Competitiveness
Regions
Asia PacificJapanSouth KoreaIndia
