insights.

Hyundai’s acquisition of innovator Boston Dynamics signalled a visionary strategic pivot from autos into humanoid robots and physical AI.

Alibaba’s digital ecosystem integration reinforces its leadership in e-commerce, while new AI tools broaden its reach across industries.

Structural themes continue to drive convincing long term growth in Asia and EM equities despite short-term volatility.

TSMC’s competitive advantages, semiconductor capabilities and geopolitical importance offer Asia and EM equity investors growth and resilience. 

Many emerging market countries are well placed to transition rapidly to net zero, offering opportunities for equity investors to tap into decarbonisation. 

The Iran war highlights global fossil fuel dependence, reinforcing the need for resilient net-zero strategies during geopolitical shocks. 

Exploring the rise of agentic and sovereign AI, the Asia High Conviction team considers the investment opportunities in Asia equities. 

Our annual review explores how net-zero investing helped performance in 2025 and the importance of smart portfolio positioning.