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Hoarding cash and crowding into US tech will burn Asian portfolios, OCBC research chiefs say

Asian family offices can navigate rising market volatility by adjusting the traditional 60/40 portfolio, targeting private AI labs, and shifting capital to Singapore, Ling and Xie argue.
Hoarding cash and crowding into US tech will burn Asian portfolios, OCBC research chiefs say
By Laura He
4 hours ago
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Wealthy Asian investors risk making a “dangerous” mistake by hoarding cash to wait for the perfect time to buy and heavily leveraging into American technology stocks, research chiefs at OCBC Group say.

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