Key facts
- Standard Chartered has upgraded its recommendation for Asia ex-Japan equities to 'overweight.'
- The bank favors Taiwan and China within the region, citing AI investment and strong earnings.
- Asia ex-Japan is projected to have the strongest earnings growth among major markets in 2026 and 2027.
- Standard Chartered expects shipping through the Strait of Hormuz to resume within weeks.
- The bank maintains an 'overweight' stance on global equities, with a preference for U.S. and Asia ex-Japan markets.
Standard Chartered has upgraded its recommendation for Asia ex-Japan equities to 'overweight,' citing strong earnings prospects, AI-driven investment, and easing oil-supply concerns as key supportive factors for the region. The bank specifically favors Taiwan and China within Asia ex-Japan, followed by India.