Semiconductors lead Asian stocks higher as risk sentiment shifts

Fidelity

Asian equities rebounded on Tuesday as investors recalibrated risk exposure following a period of heightened volatility, with technology stocks and industrial exporters at the forefront of the recovery. Chipmakers in particular saw renewed buying interest, helping to restore confidence across regional indices. This market shift comes amid signs of stabilisation in global currency and commodity markets, supporting a modest return to risk-on positioning.

The rebound in semiconductor and tech-linked stocks, especially in South Korea and Taiwan, reflected improving investor sentiment toward cyclical sectors. The easing of the US dollar, which had surged on expectations of prolonged restrictive monetary policy, provided a tailwind for Asian exporters by relieving currency pressure and improving trade competitiveness.

Broader regional momentum was also buoyed by a stabilisation in metals markets. Gold prices firmed after recent declines, with a 3% intraday recovery highlighting a shift in positioning as traders responded to calmer conditions following heavy liquidation. Silver and other metals followed suit, suggesting reduced market stress and more stable liquidity dynamics.

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.

Share on:
Find more news, interviews, share price & company profile here for:

Latest Company News

Semiconductors lead Asian stocks higher as risk sentiment shifts

Tech-led gains and calmer metals trading lifted Asian markets, as investors repositioned around a rebound in risk sentiment and a firmer global economic backdrop.

Fidelity Asian Values plc highlights stock selection driving outperformance (LON:FAS)

During the 12 months to 31 December 2025, the Trust’s NAV rose 15.6%, outperforming its reference index which returned 9.9%, while the share price increased by 22.3%.

Asian stocks lead global gains on earnings optimism

Global stocks climbed as investor optimism about corporate earnings outweighed concerns about trade policy, lifting major indices to new highs.

Differentiated portfolio positioning among UK investment trusts: New Research 

New research from Kepler Trust Intelligence examines Fidelity Asian Values, highlighting how its valuation-led approach has resulted in a highly differentiated portfolio positioning.

Asian markets lift as geopolitical pressure eases

Asian markets rose as geopolitical risk eased after the U.S. backed off tariff threats tied to Greenland.

Tech and oil stir fresh interest in Asia as policy signals shift

Asian stocks edge higher as tech and energy attract renewed investor attention amid shifting rate expectations.

Search

Search