AI Boom and Boardroom Blitz Ignite North Asia as ASX Stalls
Australian Financial Review
ENRICHED
Details
- Date Published
- 9 Feb 2026
- Priority Score
- 2
- Australian
- Yes
- Created
- 9 Feb 2026, 07:00 am
Description
An AI tech frenzy and wave of corporate reforms are fuelling massive returns for North Asian stock markets that have not gone unnoticed by Australian investors.
Summary
The article highlights the dynamic shift in global investment strategies from the Australian Stock Exchange (ASX) to North Asian markets, primarily driven by advancements in artificial intelligence and corporate governance reforms. These changes have allowed countries like South Korea and Taiwan to become attractive investment destinations, leveraging innovations in chipmaking and robotics. While the article underscores the global economic implications of AI, it does not delve deeply into catastrophic AI risks or specific safety measures. Instead, the focus is on financial returns and market performance, with only indirect relevance to AI safety policy or governance frameworks.
Body
MarketsEquity MarketsSharesPrint articleCecile LefortMarkets reporterFeb 9, 2026 – 4.15pmGlobal investors are turning their backs on the Australian sharemarket in favour of North Asia, lured by the artificial intelligence revolution and an ongoing shake-up in corporate governance that has catapulted the region’s equity markets to be among the world’s best performers.The shift into countries such as South Korea and Taiwan also marks a change in how people are investing in Asia, moving away from making broad-brush regional bets and into gaining specific exposure to chipmakers and robotics.Loading...Cécile Lefort is a markets reporter based in the Sydney newsroom. Cécile worked in New York and Hong Kong writing about global capital markets. Email Cecile at cecile.lefort@afr.comSaveLog in or Subscribe to save articleShareCopy linkCopiedEmailLinkedInTwitterFacebookCopy linkCopiedShare via...Gift this articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? LoginLicense articleFollow the topics, people and companies that matter to you.Find out moreRead MoreSharesInvestingSouth-East Asian economyMonetary policyInterest ratesFetching latest articles