Core Viewpoint - The weakening of the US dollar index in 2025 is leading to a significant restructuring of global capital flows, with major foreign investment firms like BlackRock, Goldman Sachs, and Citigroup expressing optimism about the Asian market [1][3] Group 1: Market Trends - Over 20% of BlackRock's clients are considering reducing their exposure to the US market and dollar assets, with many investors focusing on Asian stock allocation opportunities [1] - Goldman Sachs notes that global investors are seeking more diversified investment configurations due to the weak dollar, with A-shares and Hong Kong stocks being among the beneficiaries [1] - Citi forecasts that despite macroeconomic volatility, Asian stock markets will outperform global peers, predicting a return of approximately 7% for the MSCI Asia (excluding Japan) index by mid-2026 [1] Group 2: Investment Strategies - The Asia-Pacific Select ETF (159687; Class A 021189, Class C 021190) has gained significant market attention, doubling in size since the beginning of the year, focusing on high-dividend assets and leading technology firms [2][6] - The FTSE Asia Pacific Low Carbon Select Index, which the ETF tracks, combines high-dividend assets with growth-oriented semiconductor companies, achieving positive returns in a volatile market over the past three years [2][6] Group 3: Economic Outlook - The IMF predicts that the Asia-Pacific market will continue to lead global economic growth at least until 2029, driven by structural advantages and the weakening dollar [3][5] - The Asia-Pacific market indices are currently valued significantly lower than global and US markets, presenting a high cost-performance ratio for investors [5] Group 4: Sector Analysis - Japan's corporate governance reforms since 2012 are enhancing dividend stability, making Japanese stocks an attractive option for long-term investors amid global uncertainties [8] - The semiconductor industry in the Asia-Pacific region holds a dominant 57.6% market share globally, with significant growth potential driven by technological advancements and increasing demand [9] Group 5: Historical Performance - The Asia-Pacific Select ETF has consistently achieved positive returns over the past three years, validating the effectiveness of its strategy combining high-quality dividend assets and semiconductor leaders [10]