Overview
Global 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.
Source: https://www.afr.com/street-talk/inside-shell-s-pitch-to-sell-a-stake-in-woodside-s-34b-north-west-shelf-20260204-p5nzj9