Big Australian miners are large, stable companies with structural growth stories and are driving earnings growth this season, making them attractive relative to domestic cyclicals.
Favor Asian tech, semiconductors, and Chinese tech.
We like semiconductors and memory makers in Asia, as well as the tech story in China, due to secular demand driven by AI and compute power. These areas present attractive investment opportunities, and the demand for compute supports memory makers throughout Asia and semiconductors in Taiwan.
Favor Asian tech, semiconductors, and Chinese tech.
We like semiconductors and memory makers in Asia, as well as the tech story in China, due to secular demand driven by AI and compute power. These areas present attractive investment opportunities, and the demand for compute supports memory makers throughout Asia and semiconductors in Taiwan.