{"id":30821,"date":"2026-08-04T05:55:19","date_gmt":"2026-08-04T05:55:19","guid":{"rendered":"https:\/\/moneyinsiderzone.com\/ai-trade-turns-asia-hedge-funds-into-years-biggest-winners-with-136-gains\/"},"modified":"2026-08-04T05:55:19","modified_gmt":"2026-08-04T05:55:19","slug":"ai-trade-turns-asia-hedge-funds-into-years-biggest-winners-with-136-gains","status":"publish","type":"post","link":"https:\/\/moneyinsiderzone.com\/?p=30821","title":{"rendered":"AI trade turns Asia hedge funds into year\u2019s biggest winners with 136% gains"},"content":{"rendered":"
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Asia\u2019s hedge fund winners are showing how the artificial intelligence trade has moved beyond the obvious US chip names and into a wider regional supply chain, where local managers have turned early bets on memory, optics and China\u2019s model makers into outsized gains.<\/p>\n

Several Asia-focused funds more than doubled investor money in the first five months of 2026, according to return figures. <\/p>\n

The advance came even as markets were jolted by the Iran war, higher oil prices and a sharp early-June selloff in technology shares, underlining how powerful the AI theme has become across the region<\/a>.<\/p>\n

A concentrated rally broadens<\/h2>\n

The biggest returns have come from managers positioned in the less visible parts of the AI buildout. <\/p>\n

As per Reuters, WT Asset Management\u2019s China Focus fund gained 103% in the year to the end of May, while its long-only strategy rose 67.5%.<\/p>\n

The Hong Kong-based firm benefited from exposure to AI hardware and Chinese technology names, including Hua Hong Semiconductor and Knowledge Atlas, also known as Zhipu AI.<\/p>\n

Knowledge Atlas has become one of the clearest examples of investor appetite for domestic Chinese AI firms. <\/p>\n

The company listed in Hong Kong in January, and its shares have risen more than 1,000% this year.<\/p>\n

Memory trade powers returns<\/h2>\n

Other specialist investors have captured the same wave through different parts of the stack. <\/p>\n

E20 Capital\u2019s Global Opportunity Investment Fund returned 136% in the first five months, helped by positions in memory, optics and CPUs. <\/p>\n

Trivest Advisors gained 88.9% over the same period.<\/p>\n

The backdrop has been unusually supportive. South Korea\u2019s exports grew at the fastest annual pace in more than four decades in May as chip sales hit a record, according to official trade data.<\/p>\n

The country\u2019s KOSPI has also been one of the world\u2019s strongest markets this year, despite a bruising correction in early June that triggered circuit breakers and exposed how stretched the AI trade had become.<\/p>\n

Asia\u2019s edge draws more capital<\/h2>\n

The rally is increasingly reshaping global allocations. Three companies \u2014 TSMC, Samsung Electronics and SK Hynix \u2014 now make up almost a third of the MSCI Asia Pacific ex-Japan Index, showing how deeply AI-linked hardware has come to dominate regional benchmarks.<\/p>\n

For stock pickers, that concentration is both a risk and an opportunity. <\/p>\n

The analysts said many Asian AI supply-chain companies remain under-covered by global investors, leaving room for active funds to find mispriced winners.<\/p>\n

That is the real attraction for hedge funds. The AI trade in Asia is no longer just about buying chipmakers. <\/p>\n

It is about finding the suppliers, memory players, model developers and governance-driven situations that global investors may still be slow to price.<\/p>\n

The post AI trade turns Asia hedge funds into year\u2019s biggest winners with 136% gains<\/a> appeared first on Invezz<\/a><\/p>\n

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Asia\u2019s hedge fund winners are showing how the artificial intelligence trade has moved beyond the obvious US chip names and into a wider regional supply chain, where local managers have turned early bets on memory, optics and China\u2019s model makers into outsized gains. Several Asia-focused funds more than doubled investor money in the first five […]<\/p>\n","protected":false},"author":1,"featured_media":30822,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[74],"tags":[],"class_list":["post-30821","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-oil-and-gold-news"],"_links":{"self":[{"href":"https:\/\/moneyinsiderzone.com\/index.php?rest_route=\/wp\/v2\/posts\/30821","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moneyinsiderzone.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/moneyinsiderzone.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/moneyinsiderzone.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moneyinsiderzone.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=30821"}],"version-history":[{"count":0,"href":"https:\/\/moneyinsiderzone.com\/index.php?rest_route=\/wp\/v2\/posts\/30821\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/moneyinsiderzone.com\/index.php?rest_route=\/wp\/v2\/media\/30822"}],"wp:attachment":[{"href":"https:\/\/moneyinsiderzone.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=30821"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/moneyinsiderzone.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=30821"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/moneyinsiderzone.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=30821"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}