How should investors build an Asian stock portfolio, and which markets offer the best opportunities? From Singapore's dividend-paying stocks to AI-driven semiconductor companies in South Korea and Taiwan, and overlooked opportunities in Australia, where should retail investors focus? Lance Alexander speaks with Sam Konrad, Investment Director at Jupiter Asset Management about specific stocks worth examining, the thinking behind selecting them, how much to allocate to different markets, and the risks of concentrating too heavily on AI. They also explore why China and Japan may be less attractive, and when investors should consider rebalancing their portfolios.

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