Darius McDermott: Asia's broadening investment story

It's been a great 12 months for Asian stock markets. They've outpaced every other region except Latin America and firmly established their place as a hotbed of technology innovation and artificial intelligence leadership. The problem is that the AI leadership has done a lot of the heavy lifting, and that trade now appears to be wobbling. Fund managers have a dilemma: continue to back index heavyweights such as Samsung, TSMC and SK Hynix – or start to look elsewhere? The Asian technology names have been at the coalface of the recent AI-related market volatility. In particular, ...