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.
Long-term structural shifts in technology, energy security and regional supply chains are prompting investors to broaden their allocations across copper, critical minerals and agricultural assets in the second half (H2) of 2026.
From shortening fixed income duration to leveraging volatility-trading hedge funds, AsianInvestor looks at how regional allocators could insulate portfolios against a complex macro backdrop for the rest of 2026.