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2026 Asian Expert Series

Capturing Asia’s AI opportunities

The AI cycle is likely to unfold across multiple phases within a longer-term structural trend, creating volatility but also opportunities. The key is to identify winners at each
stage of the cycle

Understand where AI value is created and uncover the opportunities in the
2026 Asian Expert Series

Eastspring Asia Technology Innovation Fund

Eastspring Investments –
Asia Technology
Innovation Fund

Designed to capture rising Asian Innovators powering the next Tech and AI wave

Invest in what powers Global Tech. Asia Tech.

Article 1 of 5

Why past tech cycles matter for AI investors

History shows that technology winners are not always obvious at the start. Past cycles can help investors identify where long-term AI value may accrue.

Eric Lin & Ken Wong · July 2026 · 5 min read

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Article 2 of 5

Why invest in Asia tech in the AI era

With attractive valuations, strong earnings and exposure to critical AI enablers, Asia offers a differentiated way to participate in the AI boom.

Eric Lin & Ken Wong · July 2026 · 5 min read

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Article 3 of 5

Why Asia is central to the AI server build out

Servers accounted for 98% of total AI spending in 2Q25. From providing advanced manufacturing to supplying critical components, Asia is a key beneficiary of this build out.

Eric Lin & Ken Wong · July 2026 · 5 min read

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Article 4 of 5

Why the shift to edge AI favours Asia

Edge AI provides the foundation for the next phase of the AI revolution and Asia benefits at every stage of the edge AI value chain.

Eric Lin & Ken Wong · August 2026 · 5 min read

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Article 5 of 5

Why Asia is the investment sweet spot for physical AI

SAs AI moves into the real world, the opportunity set is evolving beyond Generative and Agentic AI towards Physical AI enablers, many of which are based in Asia.

Eric Lin & Ken Wong · August 2026 · 5 min read

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