Tech holds the crown, but defensive positioning grows: BofA survey
- Posted on August 19, 2026
- By Business News Today
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- 1 min read
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Tech holds the crown, but defensive positioning grows: BofA survey
Technology remains investors top choice, but Asia fund managers are turning defensive, with 59% hedging AI downside through value, cyclical and defensive sectors. Asia ex-Japan optimism rose, while Japan exposure remains concentrated in banks and semiconductors amid policy expectations and weaker semiconductor sentiment.
