Industry experts weigh in on which sectors will be hit first, and how the tightening of national security reviews will reverberate through regional markets.
China’s ETF market suffered unprecedented outflows in Q1 2026, while Hong Kong’s surged with record inflows, highlighting a stark divergence in investor sentiment and reshaping regional leadership.
A combination of government support, hyperscaler demand and a growing willingness among investors to share risk is transforming nuclear into an investable infra opportunity.
Taiwan’s ascent, powered by the AI-driven surge in chip stocks, has reshaped the region’s market hierarchy and raises questions about concentration risk, capital flows and the durability of the current tech cycle.
Geopolitics and energy security now replace climate targets as primary drivers of global decarbonisation investments, say Temasek and asset manager Amundi.