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Asia’s factories sit at the heart of the global AI build-out – but who are the real economic winners, and what happens if the bubble bursts?
In this latest briefing on the major forces shaping Asian macro and markets, our economists explored the region’s key beneficiaries but also its vulnerabilities, highlighting what a setback in the AI narrative could mean for market returns, for growth, and for the China-US rivalry that’s driving regional tech ambitions.
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