Episode Details
Back to Episodes
How Much Further Can Asian Tech Go?
Published 5 months, 1 week ago
Description
Is the remarkable resilience of Asian markets a sign of structural strength or just a high tech mask for deeper vulnerabilities? While the MSCI Asia Pacific index hovers near record levels, the momentum is dangerously concentrated in a single sector. Aidan Yao of Amundi joins the show to unpack why risk of complacency by investors and whether the AI Memory Supercycle has entered bubble territory.
Image Credit: Shutterstock
See omnystudio.com/listener for privacy information.