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

Again, Korea, about 10% of daily volume happens in a short pre-market window, and that's often very volatile.

We see that front-loading pattern also in Taiwan and China.

And interestingly in Hong Kong, which was traditionally more of an institutional market,

Southbound flow from China investors, which includes quite a high proportion of high net worth investors, has actually started shifting some of the activity more towards the morning.

So you can literally see a volume spike as mainland investors start trading after the open.

Retail's therefore reshaping not just how much is trading, but also when and how it's trading.

The biggest structural shift in my view is how the stock exchanges themselves are responding in Asia and beyond.

So now they're actively competing for retail flow and that competition is increasingly global.

A clear example of this is T plus one settlement.

So in this region now there's interest to accelerate so that retail can get their money back in their pocket quicker.

India was actually the first to do this, pushed by a regulator who was concerned about retail flow into crypto.

But now Hong Kong and Korea are also aiming to deliver T plus one within 18 months.

And that is really a retail, not an institutional style timeline.

And of course, extending trading hours, a hot topic in the US, is also largely to cater to retail trading behavior.

And that goes back to retail money being fungible across borders.

For sure, there's a focus on tracking retail leverage and whether we're coming into an overshoot situation.

But the data at the moment in a market like Korea is showing that although retail margin levels are absolute highs in terms of relativity to market cap, they are not necessarily worrying at the moment.

And so that question of overextension is not uniquely a retail story.

I think the new ETFs are the space to watch in this region.

In Japan, ETF rules have been relaxed to allow more flexibility.

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