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Monday, April 20th, 2026

Middle East Conflict Shakes Asian Markets: Investment Strategies Amid Oil Shock & Tech Sell-Off 1

Broker Name: iFAST Financial Pte Ltd
Date of Report: 05 March 2026
Excerpt from iFAST Financial Pte Ltd report.


Report Summary

  • South Korea:
    Action: BUY
    Key Funds: JPMorgan Funds – Korea Equity A (acc) USD, LionGlobal Korea Fund SGD, Franklin FTSE South Korea ETF (NYSE: FLKR)
    Idea: Attractive entry point due to sell-off; semiconductor and defence sectors supported by robust demand and increased spending.
  • Taiwan:
    Action: BUY
    Key Funds: LionGlobal Taiwan SGD, Franklin FTSE Taiwan ETF (NYSE: FLTW)
    Idea: Tactical opportunity; TSMC’s dominance in advanced chip manufacturing supports long-term structural advantage.
  • China:
    Action: BUY
    Key Funds: Fidelity China Focus A-SGD, BlackRock Systematic China A-Share Opportunities A2 USD, iShares Hang Seng TECH ETF (HKEX: 3067)
    Idea: Accumulate high-quality tech franchises at attractive valuations; policy support and strategic oil reserves cushion risks.
  • Singapore:
    Action: BUY
    Key Funds: Amova Singapore Dividend Equity SGD, Amova Singapore STI ETF (SGX: G3B), LionGlobal Singapore Trust Acc SGD
    Idea: Regional stabilizer; dividend-paying banks and safe-haven status; opportunities in small- and mid-cap segment.
  • Japan:
    Action: BUY
    Key Funds: Eastspring Investments – Japan Dynamic AS SGD
    Idea: Corporate reforms and domestic stimulus underpin multi-year structural growth; focus on undervalued small- and mid-cap names.

Above is an excerpt from a report by iFAST Financial Pte Ltd. Clients of iFAST Financial Pte Ltd can be the first to access the full report from the iFAST Financial Pte Ltd website: https://secure.fundsupermart.com/fsmone

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