Market Views: What do soaring US tech valuations mean for Asian investors?

Jul 17, 2025

While Nvidia's AI-driven growth may stoke investor appetite for US tech giants' shares, it also amplifies concerns around elevated valuations and portfolio concentration risk.

Market Views: What do soaring US tech valuations mean for Asian investors?

Nvidia has officially claimed the title of the world’s most valuable company, overtaking Microsoft and Apple with a market capitalisation of about $4 trillion. This milestone highlights the intensifying global race in artificial intelligence.

Sign in to read on!

Registered users get 2 free articles in 30 days.

Subscribers have full unlimited access to AsianInvestor

Not signed up? New users get 2 free articles per month, plus a 7-day unlimited free trial.

If you are a senior professional at a large institutional asset owner, such as a sovereign wealth fund or pension fund, please contact [email protected] for further assistance.

Questions?

See here for more information on licences and prices, or contact [email protected]