Wealth portfolios are expanding gold positions and targeting emerging market tech supply chains as managers seek returns uncorrelated to US markets amid sustained dollar weakness.
The DeepSeek shock has brought global capital back to Chinese tech, but UBS' Eva Lee warns that 2026 will be the real test for firms to turn AI buzz into actual profits.
Feb 11, 2026
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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.
LGT Private Banking says investors entering 2026 face a regime shift where AI infrastructure bottlenecks, digital-asset volatility, and Asia’s uneven recovery demand more agile diversification.
In a wide-ranging discussion, Hsiao Ching, head of investor solutions for private wealth at Seviora Group, highlights how Asia’s ultra-wealthy are adapting portfolios to slower exits, generational change, and evolving private bank roles.