30/4/2025, 10:06:03 am

Asia hedge funds add Japan, India after tariff shock, says Morgan Stanley

Asian hedge funds increased positions in Japan and India, driven by recovery in Nikkei 225 and Nifty 50. They reduced exposure in Australia and China, where U.S. tariffs hit 145%. Funds bought materials, tech, and industrials in Japan but sold or bet against China's consumer stocks amid escalating trade tensions.