Davis Polk partner and co-head of Asia (excluding Japan) Li He discussed the strong pipeline of equity deals in Asia with Reuters.

The article notes that Asia has benefited from a global move by investors pivoting away from U.S. assets in recent months amid uncertainties about U.S. trade and geopolitical policies.

“In periods of U.S. turbulence, we often see capital rotate toward Asia in search of diversification and structural upside,” Li explained. “The recovery of 2025 was not a flash in the pan. It reflected deep liquidity pools across the region and an unmistakable shift toward frontier technologies that are reshaping how we manufacture, consume and interact.”

“Asia’s strong equity deals pipeline to be tested by AI bubble concerns in 2026,” Reuters (December 5, 2025) (subscription required)

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