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.
Read more at the source
Disclaimer: The content of this post is sourced from external sites and is for informational purposes only. All rights and credits belong to the original authors and publishers.