Investors shift focus to Asian stocks amid AI-driven optimism

8 articles · Updated · Bloomberg · Apr 27

Fidelity International, Nomura International Wealth Management, and JPMorgan strategists are among those reiterating bullish calls on Asian equities over US counterparts.
This renewed preference is driven by Asia's perceived central role in the artificial intelligence boom, more attractive valuations, and stronger earnings potential compared to US markets.
The trend marks a return to pre-war investment strategies, with global investors increasingly positioning portfolios to benefit from Asia's anticipated AI-led growth and market resilience.

As US software stocks fall, where are Asia's hidden AI investment opportunities?

Is Asia's AI hardware boom a durable trend or a short-term investment bubble?

How can investors balance Taiwan's critical chip monopoly with the immense geopolitical risk?

Could rising Mideast tensions derail the global AI buildout by disrupting key supply chains?

Is the US-led 'Pax Silica' alliance strong enough to secure the future of AI?

Will China's push for AI self-sufficiency succeed despite Western technology sanctions?