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            <title><![CDATA[Value opportunities emerge across Asian non-tech industries]]></title>
            <link>https://www.asianinvestor.net/article/value-opportunities-emerge-across-asian-non-tech-industries/508252</link>
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            <pubDate>Tue, 25 Aug 2026 07:49:00 GMT</pubDate>
            <description><![CDATA[As AI demand drives tech valuations sky high, Chinese equities, healthcare and select cyclical sectors in the region are becoming more attractive. ]]></description>
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            <title><![CDATA[Market Views: How should Asian investors rethink China exposure in multi-asset portfolios?]]></title>
            <link>https://www.asianinvestor.net/article/market-views-how-should-asian-investors-rethink-china-exposure-in-multi-asset-po/508228</link>
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            <pubDate>Thu, 20 Aug 2026 04:25:00 GMT</pubDate>
            <description><![CDATA[As China’s semiconductor push reshapes allocations, AsianInvestor spoke to experts on how to capture structural alpha, manage yields and navigate valuation gaps. ]]></description>
            <category domain="https://www.asianinvestor.net/category/equities/1196">Equities</category>
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            <title><![CDATA[Strategists rethink active exposure as dispersion signals prove deceptive]]></title>
            <link>https://www.asianinvestor.net/article/strategists-rethink-active-exposure-as-dispersion-signals-prove-deceptive/508201</link>
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            <pubDate>Wed, 19 Aug 2026 05:56:00 GMT</pubDate>
            <description><![CDATA[Deciding where active management genuinely adds value now depends on stock correlation, fundamental persistence, and choosing between specialist or generalist managers.]]></description>
            <category domain="https://www.asianinvestor.net/category/asset-owners/1207">Asset Owners</category>
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            <title><![CDATA[AI boom powers Asia’s strongest equity rally in two decades]]></title>
            <link>https://www.asianinvestor.net/article/ai-boom-powers-asias-strongest-equity-rally-in-two-decades/508214</link>
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            <pubDate>Tue, 18 Aug 2026 10:00:00 GMT</pubDate>
            <description><![CDATA[While Korea and Taiwan lead growth in the sector, risks remain, underscoring the need for diversification across asset classes, according to a report by UBS. ]]></description>
            <category domain="https://www.asianinvestor.net/category/equities/1196">Equities</category>
            <category domain="https://www.asianinvestor.net/category/fixed-income/1197">Fixed Income</category>
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            <title><![CDATA[The next North Asia trade is moving beyond AI's early winners]]></title>
            <link>https://www.asianinvestor.net/article/the-next-north-asia-trade-is-moving-beyond-ais-early-winners/508200</link>
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            <pubDate>Mon, 17 Aug 2026 10:20:00 GMT</pubDate>
            <description><![CDATA[Investors are now targeting deeper supply chain plays, infrastructure needs and structural governance reform beneficiaries in Taiwan, South Korea and Japan.]]></description>
            <category domain="https://www.asianinvestor.net/category/alternatives/1198">Alternatives</category>
            <category domain="https://www.asianinvestor.net/category/asset-owners/1207">Asset Owners</category>
            <category domain="https://www.asianinvestor.net/category/fund-managers/1204">Fund Managers</category>
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            <title><![CDATA[Insurers strengthen hedging, ALM to protect yields against shocks]]></title>
            <link>https://www.asianinvestor.net/article/insurers-strengthen-hedging-alm-to-protect-yields-against-shocks/508199</link>
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            <pubDate>Sun, 16 Aug 2026 05:23:00 GMT</pubDate>
            <description><![CDATA[Insurance allocators share how they balance return targets with geopolitical risk, rate volatility and capital preservation.]]></description>
            <category domain="https://www.asianinvestor.net/category/insurers/1202">Insurers</category>
            <category domain="https://www.asianinvestor.net/category/asset-themes/1208">Asset themes</category>
            <category domain="https://www.asianinvestor.net/category/equities/1196">Equities</category>
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            <title><![CDATA[Industry Insiders: Why Europe’s strategic realignment matters to Asian investors]]></title>
            <link>https://www.asianinvestor.net/article/industry-insiders-why-europes-strategic-realignment-matters-to-asian-investors/508193</link>
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            <pubDate>Thu, 13 Aug 2026 10:55:00 GMT</pubDate>
            <description><![CDATA[European equities offer Asia-based allocators a compelling mix of policy-driven growth, improving earnings momentum and attractive valuations, says Hilde Jenssen.]]></description>
            <category domain="https://www.asianinvestor.net/category/asset-themes/1208">Asset themes</category>
            <category domain="https://www.asianinvestor.net/category/equities/1196">Equities</category>
            <category domain="https://www.asianinvestor.net/category/fixed-income/1197">Fixed Income</category>
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            <title><![CDATA[Asian allocators confront equity concentration with strategic safeguards]]></title>
            <link>https://www.asianinvestor.net/article/asian-allocators-confront-equity-concentration-with-strategic-safeguards/508086</link>
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            <pubDate>Mon, 27 Jul 2026 02:06:00 GMT</pubDate>
            <description><![CDATA[As AI-driven tech rallies heighten global equity concentration, institutional investors are turning to rigorous portfolio construction and historical lessons to preserve long-term resilience, according to AsianInvestor data. ]]></description>
            <category domain="https://www.asianinvestor.net/category/equities/1196">Equities</category>
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        <item>
            <title><![CDATA[Market Views: How should allocators respond to Korea’s AI-driven volatility?]]></title>
            <link>https://www.asianinvestor.net/article/market-views-how-should-allocators-respond-to-koreas-ai-driven-volatility/508076</link>
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            <pubDate>Fri, 24 Jul 2026 06:10:00 GMT</pubDate>
            <description><![CDATA[AsianInvestor explores how investors in the region can navigate the turbulence while maintaining long-term exposure to this structural theme. ]]></description>
            <category domain="https://www.asianinvestor.net/category/equities/1196">Equities</category>
            <category domain="https://www.asianinvestor.net/category/fund-managers/1204">Fund Managers</category>
            <category domain="https://www.asianinvestor.net/category/asset-themes/1208">Asset themes</category>
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            <title><![CDATA[Korean allocators balance private markets with short-term equities]]></title>
            <link>https://www.asianinvestor.net/article/korean-allocators-balance-private-markets-with-short-term-equities/508063</link>
            <guid>https://www.asianinvestor.net/article/korean-allocators-balance-private-markets-with-short-term-equities/508063</guid>
            <pubDate>Tue, 21 Jul 2026 09:40:00 GMT</pubDate>
            <description><![CDATA[As Korean institutions commit to a decade-long expansion in private assets, growing liquidity risks and strong public market performance are shaping a more structured approach to allocation.]]></description>
            <category domain="https://www.asianinvestor.net/category/alternatives/1198">Alternatives</category>
            <category domain="https://www.asianinvestor.net/category/asset-owners/1207">Asset Owners</category>
            <category domain="https://www.asianinvestor.net/category/equities/1196">Equities</category>
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            <title><![CDATA[Allocators search for alpha in policy-aligned sectors as China market bifurcates]]></title>
            <link>https://www.asianinvestor.net/article/allocators-search-for-alpha-in-policy-aligned-sectors-as-china-market-bifurcates/508005</link>
            <guid>https://www.asianinvestor.net/article/allocators-search-for-alpha-in-policy-aligned-sectors-as-china-market-bifurcates/508005</guid>
            <pubDate>Sun, 19 Jul 2026 05:50:00 GMT</pubDate>
            <description><![CDATA[Institutional investors are narrowing their China focus on domestic semiconductors and industrial policy plays, while rising geopolitical and currency risks fuel a broader "home-shoring" trend across Asia.]]></description>
            <category domain="https://www.asianinvestor.net/category/asset-themes/1208">Asset themes</category>
            <category domain="https://www.asianinvestor.net/category/equities/1196">Equities</category>
            <category domain="https://www.asianinvestor.net/category/fixed-income/1197">Fixed Income</category>
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            <title><![CDATA[Industry Insiders: Why systematic equities belong at the core of institutional allocations]]></title>
            <link>https://www.asianinvestor.net/article/industry-insiders-why-systematic-equities-belong-at-the-core-of-institutional-al/508032</link>
            <guid>https://www.asianinvestor.net/article/industry-insiders-why-systematic-equities-belong-at-the-core-of-institutional-al/508032</guid>
            <pubDate>Thu, 16 Jul 2026 02:16:00 GMT</pubDate>
            <description><![CDATA[While index funds offer cheap exposure, they carry hidden structural risks. Scott Conlon explores how a data-driven "glass box" approach can give investors the repeatable returns they actually need.]]></description>
            <category domain="https://www.asianinvestor.net/category/asset-themes/1208">Asset themes</category>
            <category domain="https://www.asianinvestor.net/category/equities/1196">Equities</category>
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