Claire Witts

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123 appearances 1 recordings 1 series first heard Jul 2026 last heard 14 Jul

Claire Witts’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Making Sense · The rise, reach and rallying power of the retail investor in Asia · 14 Jul 2026 podcast

Thanks, Eloise.

It's great to have you here in Hong Kong.

The short answer is retail is very large, and in many Asian markets, it's dominant.

So retail investors aren't just participating in the markets here, they're driving them.

retail's always been big in this region in many markets there hasn't been a culture of funds or pension institutional investing so there's been a focus on single stock investing for wealth creation and if we look at the numbers in china retails about 50 to 55 percent of turnover that's roughly 200 billion us dollars a day in korea the percentage is even higher

It's 55 up to 65% on some days.

And currently that's about 40 to 45 billion US dollars a day of trading.

Taiwan sits at about 48% and very significant retail volumes there as well in dollar value terms.

Then if we think about Japan, retail is now at around 28% of total turnover and India at about 34%, rising in both of those markets.

But what's really important is that as Asian markets have rallied, the dollar value of retail money at work has just surged.

As I mentioned, retail has always been a large part of Asia trading, but even if the percentage of the market is stable,

how much money is going to work has expanded dramatically.

And this is catalyzing liquidity and it's catalyzing growth.

Both China and Korea are really good examples of that recently, where positive retail sentiment has actually been the trigger for a market turnaround.

And that's in terms of volumes and also in terms of performance.

Yes, very much so.

Asia is showing its own version of the Mag7 dynamic, but in some markets it's even more extreme.

In Korea, around 65% of all the market turnover is in just two stocks.

So a huge amount of that retail flow is going into a very small number of names.

And I think what's changed is that these aren't just a local market story anymore.

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