The recent APEC Summit in South Korea has reshaped the Asia Pacific economic landscape with landmark trade agreements between the US and key Asian economies. While these deals are sparking near-term optimism, underlying fragilities and potential trade tensions loom. Amid volatility, there is one outstanding theme: Asia’s tech giants — especially in China, Taiwan, and South Korea — are riding the AI wave, offering compelling opportunities for long-term investors. Dive into our special report for insights into what these developments may mean for markets, sectors, and your portfolio.
Key takeaways
- The APEC meeting in South Korea saw the signing of major trade deals between the US and many Asian economies.
- Given APEC’s high dependence on trade, these deals created near-term market optimism in the region, and should be supportive of the region’s economic outlook in the near term.
- However underlying fragilities remain and could re-emerge if trade tensions escalate again. Market volatility could remain high, in our view.
- Tech companies in China, Taiwan and S. Korea could continue to benefit from the current AI boom and offer attractive investment opportunities for long-term investors.
