AI fatigue? China is just getting started
Wall Street is showing signs of AI credit fatigue that has spilled over to global indices. China stocks have not been spared, but we see reasons to be optimistic.
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Wall Street is showing signs of AI credit fatigue that has spilled over to global indices. China stocks have not been spared, but we see reasons to be optimistic.

The spotlight is on Chinese corporate indebtedness which has remained elevated amid shrinking profit margins and weak domestic demand.

China’s central bank is upping its game in assisting economic growth by pushing borrowing costs even lower, but the market is slow to take the bait.

High indebtedness of Thai households is constraining growth in the larger economy, including private businesses.

Malaysia’s capital market is growing and is seeking to attract even more foreign investments, but how deep can it go?

The Philippines’ growth story has recently been haunted by ghost projects, which have led to poorer living conditions and depressed investment activity.

There is much that Indonesia can gain from its palm oil sector, but new regulations on commodity exports and production challenges have gotten markets concerned.

Southeast Asian manufacturers have shown a strong recovery despite oil supply and international trade disruptions this year.













