Navigating the AI rotation in Asia
As investors reassess the AI trade, attention is shifting towards how the next phase of the cycle could play out across Asia. The region remains central to global AI investment, but changing sentiment is creating a more complex mix of opportunities and risks.
Recorded at the Barclays Asia Forum in Singapore, host Patrick Coffey was joined by JF Mastrangelo, Head of Markets, APAC, to discuss distinct investment cases across the region. They explore how Korea and Taiwan offer different forms of exposure to the AI investment cycle, and how the scale of the semiconductor sector can extend its…
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