Analysis: The impact of AI and EVs on Asia's equity markets

Performance disparities among tech stocks have left investment strategists in an awkward position, leaving them to balance structural drivers with near-term headwinds, and moves such as tariffs.

Asian indices have mirrored the market’s upward trend this year, concluding the first half on an upbeat note. The MSCI Asia Ex-Japan index has rallied nearly 10%, driven by technology stocks which account for a third of the index.

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