Asian high-end tech stocks are seen as the best hedge against a prolonged Iran
war, according to the Robeco Emerging Stars Equities fund, which has
outperformed 96% of peers. With over 40% of assets in South Korean and Taiwanese
shares, the fund bets AI-linked chipmakers will maintain pricing power even
during downturns. Portfolio manager Jan de Bruijn highlighted their dominant
global market shares. The $4.6 billion fund returned 45% over the past year and
6.8% so far in 2026.
