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The Economic Times — Marketseconomictimes.indiatimes.com

Global Markets: AI supply chain bets propel Asian hedge funds to stellar performance (opens original article in a new tab)

TL;DR

Asian hedge funds achieved exceptional returns in 2026 by investing in AI and semiconductor sectors, with some funds reporting triple-digit gains as regional markets rose on AI demand and supply constraints.

  • Asia-focused hedge funds achieved high returns by investing in AI and semiconductor sectors
  • WT Asset Management's funds saw 103% and 67.5% returns in 2026
  • Regional markets like Japan, South Korea, and Taiwan hit record levels due to AI demand

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