Caixin

Analysis: Why Asia Stocks Have Rallied This Year

Published: Sep. 9, 2025  7:30 p.m.  GMT+8
00:00
00:00/00:00
Listen to this article 1x
Asian stock markets have rallied on rising expectations for a U.S. rate cut, a weaker dollar, the AI boom and the region’s resilience to the trade war. Photo: AI generated
Asian stock markets have rallied on rising expectations for a U.S. rate cut, a weaker dollar, the AI boom and the region’s resilience to the trade war. Photo: AI generated

Asian stock markets have rallied this year, driven by a weaker U.S. dollar, the artificial intelligence (AI) boom and the region’s resilience to the trade war, with an anticipated U.S. interest rate cut expected to extend the momentum.

The MSCI Asia Pacific Index is up 18% this year through Monday, with the index hitting a record high. The index gauges the performance of large- and mid-cap stocks from five developed economies — Australia, Hong Kong, Japan, New Zealand and Singapore — and eight emerging markets — China, India, Indonesia, South Korea, Malaysia, Taiwan, Thailand and the Philippines.

loadingImg
You've accessed an article available only to subscribers
VIEW OPTIONS

Unlock exclusive discounts with a Caixin group subscription — ideal for teams and organizations.

Subscribe to both Caixin Global and The Wall Street Journal — for the price of one.

Share this article
Open WeChat and scan the QR code
DIGEST HUB
Digest Hub Back
Subscribe to unlock Digest Hub
SUBSCRIBE NOW
NEWSLETTERS
Get our CX Daily, weekly Must-Read and China Green Bulletin newsletters delivered free to your inbox, bringing you China's top headlines.

We ‘ve added you to our subscriber list.

Manage subscription
PODCAST