Bigger Pic: From Mega-Caps to Asia’s Momentum - The Next Chapter in Global Equities episode artwork

EPISODE · Nov 5, 2025 · 8 MIN

Bigger Pic: From Mega-Caps to Asia’s Momentum - The Next Chapter in Global Equities

from Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek · host MONEY FM 89.3

With U.S. tech giants showing signs of fatigue and Asia’s growth stories regaining investor attention, is a global equity rotation finally taking shape? Aadil Eebrahim, Global Head of Equities at Klay Group, breaks down the shifting market dynamics, Japan’s renewed momentum, and the thematic trends shaping portfolios for the year ahead. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

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Bigger Pic: From Mega-Caps to Asia’s Momentum - The Next Chapter in Global Equities

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