Asia Equity Market Outlook: Q4 2025
The Asian equity market has recovered from initial tariff volatility, though opportunities still exist.
Asian stock markets have broadly rallied from earlier this year’s market volatility. This recovery carried market momentum into the third quarter, driven by a risk-on sentiment and strong performance in growth stocks, particularly in communication services and AI-related tech industries. However, the trade war is still ongoing. United States President Trump is in the process of establishing trade deals across Asian countries, notably China and Japan, making it difficult to understand how tariffs impact Asian markets—and how investors should position their portfolios.
Morningstar’s Q4 2025 Asia Equity Market Outlook analyses our Asian equity research coverage by sector performance and valuations, global considerations, equity market outlooks, and more.
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