AI boom drowns out war fears to fuel Asia’s great market divide

As AI frenzy reshapes global investment flows, Asia’s markets split between energy-vulnerable losers and tech-driven winners. | Contesto: cronaca

Punti chiave

• AI boom drowns out war fears to fuel Asia’s great market divide

Contesto

Investors are increasingly turning a blind eye to geopolitical turmoil and energy price shocks, instead rewarding Asian economies that offer exposure to artificial intelligence and other high-growth technologies, according to a new analysis of regional market trends. The divergence has created a stark divide across Asia, as capital flows favor nations positioned to benefit from the AI boom while punishing those more exposed to rising energy costs. The shift marks a departure from traditional investment patterns, where safe-haven assets and energy stability often dictated market movements. Now, the promise of future growth tied to AI and semiconductor supply chains is outweighing near-term risks, including war fears and trade disruptions. This dynamic has left countries like Japan and South Korea—home to major chipmakers and advanced manufacturing—in a favorable position, while resource-dependent economies such as India and Southeast Asian nations grapple with higher import bills and inflationary pressures. Analysts point to the AI boom as the primary catalyst for this reordering. The explosive demand for computing power, data centers, and advanced chips has created a new class of must-own stocks, pulling in capital that might otherwise have been diverted to safer assets during times of geopolitical stress. At the same time, energy prices—spiked by conflicts in Ukraine and the Middle East—have eroded margins in economies that rely heavily on imported oil and gas, making them less attractive to foreign investors. The market divide is most visible in equity performance. Tokyo’s Nikkei index has surged to multi-decade highs, driven by tech and semiconductor stocks, while benchmark indexes in energy-importing nations have lagged. Currency markets tell a similar story: the Japanese yen has weakened, boosting exports, but other Asian currencies have faced pressure from rising import costs and capital outflows. The implications extend beyond short-term portfolio adjustments. If the trend persists, it could reshape long-term economic development across the region. Countries that fail to integrate into the AI and tech supply chains risk being left behind, while those...

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Categoria: cronaca