Barclays' Singh on Asian Equity Markets

What happened: Kaanhari Singh, Head of Asia Equity Flow Derivatives Sales at Barclays, said the strategy heading into next year is to go long on quality in Asia's tech sector, speaking at the Barclays Asia Forum in Singapore. Key numbers: KOSPI six-month drawdown is the most extended in magnitude Why it matters: Singh said markets are moving from trading AI narrative to requiring a high bar for earnings beats, and that the market will be more discerning next year. She sees a tactical reversion trade most likely in Korea, while China remains more challenged with low policy expectations. Market: +0.5% today ($697.52), +7.4% YTD, 1.4x vol — as of 23:45 UTC Verified: Q3_2026 (Oct 21) EPS $3.83 vs $5.46 est, -29.9% miss; next print ~Jan 20 Coverage: 4 outlets in 24h

Kaanhari Singh, Head of Asia Equity Flow Derivatives Sales at Barclays, said the strategy heading into next year is to go long on quality in Asia's tech sector, speaking at the Barclays Asia Forum in Singapore.

Singh said markets are moving from trading AI narrative to requiring a high bar for earnings beats, and that the market will be more discerning next year. She sees a tactical reversion trade most likely in Korea, while China remains more challenged with low policy expectations. Market: +0.5% today ($697.52), +7.4% YTD, 1.4x vol — as of 23:45 UTC Verified: Q3_2026 (Oct 21) EPS $3.83 vs $5.46 est, -29.9% miss; next print ~Jan 20