By Horizon Vision in Commentary — 23 Jul 2026

Asia’s AI rally is narrowing. But the opportunity is also broadening

Asia’s AI investment rally is narrowing, but opportunities are broadening. Investors should seek companies with better entry points, clear earnings drivers, and less crowded market positioning beyond initial infrastructure beneficiaries.

China is progressing across multiple AI fronts: open-source models, humanoids and physical AI, semiconductor equipment and domestic supply chains.

Investors may find companies that offer better entry points, more specific earnings drivers and less crowded positioning

Vikas Pershad

Published

ARTIFICIAL intelligence has changed the way investors look at Asian equities.

The first phase was easy to understand: buy the visible beneficiaries. These are the semiconductor leaders, memory makers, foundries, hardware suppliers and companies closest to global AI infrastructure spending.

That trade was not wrong. Taiwan and South Korea have become critical toll booths of the digital economy. The capital expenditure cycle is real: Goldman Sachs Global Institute estimates annual AI capital expenditure at US$765 billion in 2026, rising to US$1.6 trillion by 2031.

source: The Business Times https://www.businesstimes.com.sg/opinion-features/asias-ai-rally-narrowing-opportunity-also-broadening

Asia’s AI rally is narrowing. But the opportunity is also broadening

Bangladesh’s increasingly hardline religious currents pose deep social challenges

Commentary: US-Iran war has unleashed forces that will reshape the Gulf

Bangladesh’s increasingly hardline religious currents pose deep social challenges

Commentary: US-Iran war has unleashed forces that will reshape the Gulf

You might also like...