APAC Dividends 2027: Pricing the Upside, Stress-Testing the Downside with Bull & Bear Dividend Scenarios

AI spending is changing how companies use their cash. Semiconductor cycles are moving earnings sharply, and consumer demand differs from market to market. If you price dividend futures, run a Delta One book or manage an income portfolio, one forecast number no longer tells you enough. You need to know the range of probable outcomes.

Join S&P Global Market Intelligence's APAC dividend forecasting team for 45 minutes on where 2027 dividends could land and how far they could swing either way. We'll use our proprietary Bull & Bear (B&B) scenario framework.

What we'll cover:

- Regional payout trends and macro drivers: How payouts are changing in Australia, Mainland China, Japan and India. This covers shareholder-return reforms and buybacks, and how heavy AI and semiconductor spending competes with dividends for cash.
- Sector-level risk: Using B&B forecast ranges to separate reliable dividend growers from yields at risk. Sectors include technology, semiconductors, consumer discretionary, financials and resources.
- Track record and use cases: How B&B forecasts have performed in the past, with examples from previous years and the current outlook.
- Dividend Index Points (DIPs) through 2027: Turning stock-level scenarios into dividend index points ranges across the S&P/ASX 50, Nikkei 225, HSCEI and Nifty 50.

Mohammad Hassan

Head of APAC Dividend Forecasting, APAC Equities Dividend Forecasting
S&P Global Market Intelligence
 

Ralph Chen

APAC Research Lead, APAC Equities Dividend Forecasting
S&P Global Market Intelligence
 

Ruiying Zhao

Senior Research Analyst, APAC Equities Dividend Forecasting
S&P Global Market Intelligence

Christine Chow

Research Analyst, APAC Equities Dividend Forecasting
S&P Global Market Intelligence

Tusharika Aggarwal

Research Analyst, APAC Equities Dividend Forecasting
S&P Global Market Intelligence