Pan-Asian Tech Accord Drives Rally
The signing of the new semiconductor trade agreement between Japan, South Korea, and Taiwan has sparked a broad rally across Asian markets. The Nikkei 225 and KOSPI are trading at all-time highs as supply chain uncertainties evaporate.
Semiconductor Super-Cycle
With AI demand doubling every 6 months, the accord ensures a friction-free flow of advanced logic chips and memory. TSMC and Samsung Electronics are primary beneficiaries.
Emerging Opportunities
Beyond chips, we are seeing strong capital inflows into Vietnam and India as manufacturing hubs expand to support this new tech alliance. Consumer electronics and EV battery manufacturers in the region are also poised for a breakout year.