Adrian Wong

Global Market Strategist at J.P. Morgan Asset Management, specializing in market analysis for technology, AI-related hardware demand, and sector earnings across the Asia Pacific region.

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Dec 5, 2025 • 20min

A strong Q3 for Asia Pacific earnings: AI demand leads the way

In a deep dive into the booming Q3 earnings, Adrian Wong, a Global Market Strategist at J.P. Morgan, shares insights on the strong demand for AI-related hardware driving growth in Taiwan, Korea, and Japan. He discusses the risks APAC tech faces from U.S. policies and the rising data center infrastructure in China and Southeast Asia. Adrian also highlights the impact of AI on cloud strategies and internet advertising monetization. Plus, he recommends a savvy investment strategy combining high-growth tech with steady income assets.

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