Tech Selloff Drags Tokyo and Seoul Markets Lower Amid Geopolitical Tensions
AI-related stocks led declines in Japan and South Korea, while China and Hong Kong posted modest gains as oil prices edged higher on Middle East uncertainty
- ·Capital rotates out of US/EU equities into hard ASEAN infrastructure.
- ·Data centres, power transmission and ports are the three priority lanes.
- ·Vietnam, Indonesia and the Philippines absorb the largest allocations.



