Aberdeen Asia Focus: Positioning the portfolio amid geopolitical volatility

Gabriel Sacks, Fund Manager of Aberdeen Asia Focus (AAS), discusses how the Trust is positioning its portfolio for AI-driven growth and a more uncertain geopolitical backdrop. He explains why the Trust continues to favour Asian technology, where profits have been taken and where new opportunities are being found across the AI supply chain. He also discusses changes to the Trust’s exposure to software and IT services, alongside the potential impact of higher oil prices and geopolitical tensions on Asian economies and portfolio companies.