Asian Ex-Japan Equities

UBS maintains an Attractive view on Asia ex-Japan equities, forecasting 61.9% earnings growth and a December 2026 MSCI index target of 1,205. Key conviction areas include China technology, South Korean chip-makers, and value-up initiatives in Singapore.

Key Takeaways

• 1.UBS projects regional earnings growth of 61.9% for Asia ex-Japan equities in 2026.
• 2.The December 2026 price target for the MSCI Asia ex-Japan index is revised to 1,205.
• 3.China technology remains a preferred sector due to AI adoption benefits and strong scale advantages.

Table of Contents

• Upside scenario
• Downside scenario
• Global asset class preferences definitions
• Appendix

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