- Asian leaders and investors are shifting to resilience and pragmatism, picking partners by national interest and project quality rather than siding with the U.S. or China.
- Long-term investors see geopolitical fragmentation as opportunity for "patient capital" — focusing on big domestic markets, self-sufficient supply chains and tech capabilities.
- Asia is still viewed as a stable growth engine — rising middle class, strong manufacturing base and supply-chain diversification keep it attractive for investment.
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