ASX: A perfect storm for Asian tech as Australia hits a valuation cap

ASX: A perfect storm for Asian tech as Australia hits a valuation cap

By Cecile Lefort
Publication Date: 2026-02-09 05:15:00

Global investors are turning their backs on the Australian stock market and heading to North Asia, lured by the artificial intelligence revolution and an ongoing corporate governance shake-up that has catapulted the region’s stock markets among the best-performing in the world.

The shift to countries like South Korea and Taiwan also marks a shift in the way people invest in Asia: away from broad regional bets and toward targeted exposure to chipmakers and robotics.

Load…