Asia seen as diversification play amid US tech volatility: Julius Baer
Bhaskar Laxminarayan, Chief Investment Officer for Asia and the Middle East at Julius Baer, says Asia offers diversification from US tech volatility, with semiconductors more resilient than software. He adds China and Japan present longer-term opportunities despite AI and fiscal risks.
Bhaskar Laxminarayan, Chief Investment Officer for Asia and the Middle East at Julius Baer, says Asia offers diversification from US tech volatility, with semiconductors more resilient than software. He adds China and Japan present longer-term opportunities despite AI and fiscal risks.