Market movements across Asia are shifting as geopolitical tensions flare and investor strategies evolve. The announcement of an end to the Iran ceasefire has triggered a rise in oil prices and increased bond yields, reflecting growing concerns over regional stability. At the same time, Asian tech investors are repositioning portfolios by moving away from premium semiconductor stocks toward more accessible segments of the artificial intelligence sector. This rotation reflects a broader trend of seeking value within the AI expansion without exposure to high valuation risks.
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