Asian stocks are advancing, with several key indices signalling a shift in sentiment that feels both broadening and more durable. The Hang Seng Index and CSI 300 have moved higher, while South Korea’s benchmark has reached record levels, reflecting a region benefiting from improving trade signals, stabilising policy dynamics, and deepening investor interest in next‑generation technology.
What’s emerging is a clearer alignment between policy intent, capital flow, and structural growth. China and the US have reopened communication channels on trade and supply chains, softening some of the friction that has weighed on regional equities over the past two years. While few expect a wholesale reset, the tone is more pragmatic and forward‑looking.
At the same time, enthusiasm around artificial intelligence is shifting from hype to implementation, with Asian firms playing critical roles in semiconductors, data infrastructure, and hardware integration. That positioning is giving markets such as Taiwan and South Korea real tailwinds, particularly as global investors look beyond stretched valuations in US tech and into more reasonably priced parts of the global AI ecosystem.
Fidelity Asian Values Plc (LON:FAS) provides shareholders with a differentiated equity exposure to Asian Markets. Asia is the world’s fastest-growing economic region and the trust looks to capitalise on this by finding good businesses, run by good people and buying them at a good price.
