Exuberance and discipline: Finding durable returns in Asia’s crowded market

While value is likely being created amid the artificial intelligence (AI) boom, increasing market concentration highlights the importance of diversification and valuation discipline.

  • 6 mins

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In our last client update, written through the depths of Covid-despair, we observed that real life and the world of markets are seldom so intimately entwined.
  • Article
  • 15 mins