US markets have begun to lag parts of Asia, after outperforming on the back of mega cap tech and the AI trade in 2025.

We ask Rika Naito, Senior Portfolio Manager of the Global Growth Equity Team at Nomura Asset Management Tokyo, if this is the beginning of a trend and what are the investment themes we can adopt for the year.

Image Credit: Shutterstock.com

US markets have begun to lag parts of Asia, after outperforming on the back of mega cap tech and the AI trade in 2025.We ask Rika Naito, Senior Portfolio Manager of the Global Growth Equity Team at Nomura Asset Management Tokyo, if this is the beginning of a trend and what are the investment themes we can adopt for the year. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

Opinion and analysis of today’s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

Opinion and analysis of today&rsquo;s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.