Markets
Global AI Wave Revs Up Asian Factories, Offsetting War-Induced Pain
A powerful AI-driven technology cycle is fuelling fresh orders across Asia's export-oriented factory belts, providing a meaningful counterweight to the trade disruptions and cost pressures stemming from ongoing geopolitical conflicts. For traders, the divergence between AI-exposed industrial plays and war-hit commodity chains is creating some of the clearest sector-rotation opportunities of 2026.