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Japan and Asia gain investor attention with targeted funds amid global shifts in tech and defense sectors

Market News
26 Jun 2026
ETF Trends
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Bullish
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In 2026, investors are increasingly looking to Japan and Asia for growth opportunities as U.S. mega-cap valuations seem stretched and inflation affects the dollar. WisdomTree highlights Japan's semiconductor supply chain expansion and offers funds like DXJ and OPPJ to hedge currency risks and access diverse sectors. Additionally, rising defense budgets in South Korea, India, and Japan drive the launch of the WisdomTree Asia Defense Fund (WDAF), excluding China. Experts recommend a strategic 10-15% portfolio allocation to these targeted international funds to capture value and manage risks.

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