Invest in what powers Global Tech.
Many of today’s most successful tech companies are household names. But the real engine behind them lies deeper — in the chips, hardware and infrastructure that make innovation possible. And much of that is built in Asia. From semiconductors to supply chains, Asia plays a central role in powering global technology. Yet this part of the market is often underrepresented in global portfolios.
At Eastspring Investments, we focus on these less visible but essential opportunities. With on-the-ground presence across Asia, we combine market insights with detailed company research to uncover both established leaders and rising innovators.
With the rise of AI, demand for data centres, computing power and connectivity is increasing, areas where Asian companies are particularly well positioned. Beyond the largest and best-known semiconductor companies, opportunities extend across manufacturers and supply chain players that keep it all running.
In a fast-changing and complex market, a selective approach matters. Passive exposure may miss key opportunities or concentrate risk, while active investing allows for a more targeted and flexible strategy.
Explore the Eastspring Investments – Asia Technology Innovation Fund, designed to capture rising Asian innovators powering the next Tech and AI wave.
Footnote:
1 Bloomberg and Eastspring Investments. Performance data covers the period from 1 October 2022 to 31 March 2026, during which generative AI emerged as a key technology trend. Indices Represented: Asian Technology – MSCI All Country Asia ex Japan Information Technology Index and US Technology – Nasdaq Composite Index.
Meet our portfolio managers
Based in Asia's key tech epicentres, our team brings over 20 years of technology investing experience. Alongside the four lead PMs, a dedicated Asia tech sector team of 10 provides on-the-ground insights to uncover the next wave of innovators powering Tech and AI.

John Tsai
Head of Growth Equities, Portfolio Manager
Singapore
30+ years of investment experience, with a proven track record across global markets, including MFS Investment Management; with Eastspring Investments since 2016.

Eric Y.P. Lin, CFA
Lead Portfolio Manager, Head of Asia Tech Team
Taiwan
Joined Eastspring Investments in 2020, bringing deep expertise from leading global institutions including Goldman Sachs, Macquarie, HSBC and Nomura.

Louis Cheng, CFA
Co Portfolio Manager
Taiwan
20+ years of experience; with Eastspring Investments since 2011, following roles at Yuanta and Cathay.

Jack Hsu
Co Portfolio Manager
Taiwan
15+ years of investment research experience, including at President Securities and SinoPac Securities; part of Eastspring Investments since 2022.



