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AI boom lifts North Asia markets while war and oil fears sink South and Southeast
Economy
Published on 27 April 2026
Investors are picking AI futures over oil shocks
Asia’s trading landscape is splitting sharply: South and Southeast markets are squeezed by rising oil prices tied to conflict, pressuring trade and shares. Meanwhile, North Asia’s tech giants are climbing to record highs, powered by AI enthusiasm. The result is a widening divide as investors increasingly favor future growth themes over near-term geopolitical and energy risks.
- North Asia tech stocks hit record highs on AI optimism
- South and Southeast Asia face pressure from higher oil prices
- Investors are shifting focus from geopolitics to long-term growth
- The market gap is widening as conflict keeps oil elevated
Read the full story at The Economic Times
This summarization was done by Beige for a story published on 
The Economic Times