analysis
Asia tech pivot: Wealth managers rotate into Chinese AI plays as tech giants re-rate
Investors are beginning to rotate out of South Korea and Taiwan's high-flying tech markets, pivoting toward Hong Kong-listed Chinese tech firms as they anticipate a new wave of artificial intelligence catalysts.
After a stellar start to 2026, wealth managers are locking in profits from South Korean and Taiwanese markets and seeking a valuation catch-up in China, the world’s most discounted tech hub.
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