Standard Chartered Overweights Asia ex-Japan, Favors Taiwan, China on AI and Earnings

By EC Assets · Published 22 June 2026

Standard Chartered has adopted an "overweight" position on Asia excluding Japan. The investment firm favors Taiwan and China within this region. This preference is based on factors such as artificial intelligence (AI) and earnings. Citigroup and UBS have both elevated their Taiwan growth forecasts to 9.9%. Meanwhile, China's efforts to promote green power use in AI projects face obstacles, . China has imposed trade restrictions on several U.S. firms. These measures are in response to a Pentagon blacklist. China is also targeting U.S. rare earth and other companies with export controls. Investor interest in Southeast Asia shows a competitive environment. Thailand and Malaysia display close figures, while Indonesia maintains investor confidence. The primary market is demonstrating signs of recovery amidst improving conditions. This article is intended for informational purposes only. It does not constitute investment advice.