Tech sell-off and new trade tariffs do not change our constructive stance | Global Investment Committee | Monthly view – March 2026 | HSBC
Priority #4 Capture diversification opportunities from Asia’s innovation and income
Asian High Conviction Themes: –
- “Asia’s Data Centre Boom”,
- “China’s Innovation Champions”,
- “Power UpAsian Shareholder Returns”, and
- “High Quality Asian Credit”
Unlock a rich opportunity set of structural growth leaders and resilient income opportunities in Asia.
References
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