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Article
5 min
Asia's rising role in the global AI build-out
The narrative around artificial intelligence (AI) has, until now, been largely driven by a handful of US names that are now commonplace in most households — the hyperscalers and the model developers racing to the next breakthrough. But as Portfolio Manager Yash Patodia explains, for those investors willing to look further along the value chain, a quieter, arguably more durable story may be unfolding.
By
5 min
Article
2029-09-30
Article
3 min
AI stocks after the sell-off: why the long-term investment case may remain intact
Portfolio Manager Yash Patodia shares his perspectives on why recent volatility may be a positioning-driven unwind — not a broken thesis — and where selective, long-term opportunities are emerging across semiconductors and the wider AI value chain.
By
3 min
Article
2029-08-31
Article
2 min
Asia Technology WellCovered: Fundamentals
From semiconductors to robotics and gaming, Asia is central to tomorrow's tech, yet it continues to trade at a discount versus global peers. Learn how Asia now offers a rare opportunity to access AI-driven growth and diversification at compelling valuations.
2 min
Article
2027-07-31
Article
2 min
Asia Tech WellCovered: Gaming
Asia’s gaming industry is entering a new phase of durable growth. Explore how Asia's gaming dominance is powered by IP ecosystems, recurring monetization, and AI-driven efficiencies.
2 min
Article
2027-07-31
Article
2 min
Asia Tech WellCovered: Robotics
Robotics is moving from concept to necessity. Explore how structural demand for factory automation, the rise of physical AI, and Asia's — particularly Japan's — leadership in the space are reshaping the global automation industry.
2 min
Article
2027-06-30
Article
2 min
Asia Tech WellCovered: Semiconductors
Asia sits at the center of the AI supply chain. Explore why structural tightness across the semiconductor ecosystem is creating compelling Asia tech opportunities across the market-cap spectrum.
2 min
Article
2027-07-31
Video
3 min
Rapid fire questions with Alistair MacDonald on Asia tech (Part 1)
In Part 1 of the “Rapid fire questions” on Asia tech, Alistair MacDonald, Investment Strategist, explains why AI-driven pricing power is outweighing geopolitical noise for Asia tech, how Asia’s AI supply chain dominance is translating into earnings leverage, and why the region offers a differentiated, attractively valued complement to US mega-cap tech exposure.
3 min
Video
2027-05-31
Video
3 min
Rapid fire questions with Alistair MacDonald on Asia tech (Part 2)
In Part 2 of “Rapid fire questions” on Asia tech, Alistair MacDonald, Investment Strategist, outlines where opportunities and risks are most pronounced.
3 min
Video
2027-05-31
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