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Asia

Tech holds the crown, but defensive positioning grows: BofA survey

Markets-Economic Times · 2h ago · 🇮🇳 India

Tech holds the crown, but defensive positioning grows: BofA survey

Technology remains investors’ top choice, but Asia fund managers are turning defensive, with 59% hedging AI downside through value, cyclical and defensive sectors. Asia ex-Japan optimism rose, while Japan exposure remains concentrated in banks and semiconductors amid policy expectations and weaker semiconductor sentiment.

Read the full story at Markets-Economic Times →

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