Technology remains investors’ top choice, but Asia fund managers are turning defensive, with 59% hedging AI downside through value, cyclical and defensive sectors. Asia ex-Japan optimism rose, while Japan exposure remains concentrated in banks and semiconductors amid policy expectations and weaker semiconductor sentiment.
Technology remains investors’ top choice, but Asia fund managers are turning defensive, with 59% hedging AI downside through value, cyclical and defensive sectors. Asia ex-Japan optimism rose, while Japan exposure remains concentrated in banks and semiconductors amid policy expectations and weaker semiconductor sentiment.
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