Mark Davids

Senior Portfolio Manager and Co-Head of the Asia Pacific Regional team within the Emerging Markets and Asia Pacific (EMAP) Equities team at J.P. Morgan Asset Management, providing expertise on Asian equities, macro drivers and sector-level opportunities such as AI and semiconductors.

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Sep 29, 2025 • 36min

Asia markets are on a tear in 2025. What are the keys for the rally to continue?

Mark Davids, Senior Portfolio Manager at J.P. Morgan Asset Management, shares insights on the remarkable performance of Asian markets in 2025. He discusses how the weakening U.S. dollar benefits Asian economies by enhancing monetary policy flexibility. Davids highlights strong export growth driven by AI despite currency translation risks. He explains the factors behind China's market recovery and explores stock selection as key to navigating opportunities across the region, with notable mention of AI investments and Korea's promising outlook.

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