Hedge Funds Buy Most Asian Stocks in a Decade, Goldman Says

Hedge funds executed the largest net purchase of Asian stocks in a decade last week, per Goldman Sachs’ Prime Services trading desk data tracking since 2016. The surge spans both emerging and developed Asian markets, driven by heightened investor confidence in regional growth prospects. AI infrastructure firms are the primary catalyst, as global optimism around artificial intelligence fuels demand for semiconductor and hardware suppliers concentrated in Asia. This buying spree marks a sharp reversal from previous caution, signaling hedge funds’ aggressive repositioning amid tech-led economic tailwinds. The trend underscores Asia’s growing dominance in critical AI supply chains, attracting record capital inflows into regional equities.