Oil Prices Jump 3% as Houthi Attack Revives Supply Fears 
Trump, Xi Focus on Trade and AI at White House Summit 
Japanese Bank Stocks Surge as Bond Yields Fuel Rate Hike Bets 
U.S. Dollar Hits Two-Month High as Oil, Treasury Yields Surge 
U.S. Treasury Yields Surge as 30-Year Hits 22-Year High 
Soybean Futures Slip as Traders Await Trump-Xi Trade Signals 
Australia Unemployment Hits Five-Year High Despite Strong Jobs Growth 
UK PM Burnham to Unveil Economic Vision at Labour Conference 
Mexico-US Trade Talks Delayed to October as Tariff Negotiations Continue 
Asian Stocks Fall as Surging Bond Yields Rattle Markets 
Gold Holds Near $4,275 as Rising Treasury Yields Fuel Fed Rate Hike Bets 
Dollar Falls as Oil Eases, Yen Jumps on Intervention Signals 
Fed’s Hammack Says Bond Yield Surge Is Not Driven by Inflation Fears 
Fed Unveils Stablecoin Rules Under GENIUS Act 
Japanese Yen Rebounds as Trump Flags Currency Weakness 
Asian Stocks Fall as Bond Yields Surge Ahead of Trump-Xi Summit 
Gold Prices Fall as Treasury Yields Rise on Fed Rate Hike Bets 
Add as a preferred source on Google
Asian fund managers are increasingly bullish on Chinese equities, marking the highest level of optimism in years, according to a recent Bank of America (BofA) survey. A record number of investors no longer view China’s market as structurally bearish, driven by expectations of rising household spending and investment.
Despite this shift, Japan remains the most favored market, though enthusiasm has slightly declined. The survey found that 59% of investors expect Japan’s economy to strengthen over the next 12 months, down from 73% last month. Analysts cite ongoing focus on Bank of Japan policies, currency movements, and corporate reforms as key factors influencing sentiment.
China has now overtaken other markets to claim the second spot in investor preference, while Thailand remains the least favored, followed closely by India, Indonesia, and Korea.
In terms of sector allocation, fund managers are overweight in software, telecom, banking, and tech hardware but have cut exposure to real estate, materials, and utilities. Interest in semiconductors has weakened, with just 13% of investors expecting the cycle to strengthen—the lowest sentiment since October 2022.
The BofA survey polled 205 fund managers overseeing $477 billion in assets between March 7-13. As investor sentiment shifts, market watchers are closely monitoring macroeconomic trends, corporate policies, and regional growth potential.
