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Eastspring CIO: Wealth portfolios shift to Asia as US tech dominance fades

Capturing growth in 2026 requires wealth portfolios to decisively rotate away from US tech-heavy strategies toward Asian markets buoyed by domestic policy, fair valuations and a softening greenback, according to Eastspring Investments’ Vis Nayar. “The reality is that markets have done well, and Asian markets really powered ahead again in January. We’re seeing quite material outperformance from Asia from a…

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