Claire Witts

speaker

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 · last 12 months

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

When these topics catch retail attention, it quickly becomes a global trend.

For example, Asia's first single stock leveraged in ETFs on Korea stocks were actually launched in Hong Kong.

They proved hugely popular with Hong Kong retail investors.

And meanwhile, U.S.

retail has been getting involved as well.

We've seen plenty of memes on social media.

I buy Korea right now.

which came about because one of the large brokerage platforms enabled access to Korea for the first time recently.

So at the center of all of this, we do have the AI theme and those fundamentals are real.

But what we're seeing retail doing is accelerating and amplifying the trend.

I think a great example of this was around the recent MSCI rebalance at the end of May.

This was a record day for the Asian markets in terms of the institutional flow.

It was the biggest index rebalance ever.

But in Korea, I was surprised to see that the next two days, the volumes were even bigger and they hit new record highs afterwards.

But the trigger was completely different.

Those two days of record highs were coming off a lot of retail excitement when Jensen Huang hosted a lot of career partner dinners with the large Korean companies.

So we're seeing that retail enthusiasm actually having a bigger effect than even the largest institutional flows.

It varies quite a lot by market.

So in Japan, the growth of retail has been more policy-led.

The NISA savings tax reform encouraged a lot more direct equity investment.

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