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AI Slump Revives Asia’s Forgotten Trades From China to India
Source: Bloomberg
Artificial IntelligenceEmerging MarketsInvestor Sentiment & PositioningTrade Policy & Supply ChainInflation
The unwinding of the AI trade after the US midterm elections is prompting investors to rethink their Asia allocations. Demand is reviving for out-of-favor Chinese and Indian stocks, alongside companies positioned to benefit from easing inflation and trade tensions; the article gives no specific market moves or figures.
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