Bigger Pic: From Mega-Caps to Asia’s Momentum - The Next Chapter in Global Equities
Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Bigger Pic: From Mega-Caps to Asia’s Momentum - The Next Chapter in Global Equities

2025-11-05

With U.S. tech giants showing signs of fatigue and Asia’s growth stories regaining investor attention, is a global equity rotation finally taking shape? Aadil Eebrahim, Global Head of Equities at Klay Group, breaks down the shifting market dynamics, Japan’s renewed momentum, and the thematic trends shaping portfolios for the year ahead.

Produced/Presented: Ryan Huang

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