AI Slump Revives Asia’s Forgotten Trades From China to India
Bloomberg Markets
8 lis 2026, 00:40Crypto
1 min read
Investors are revisiting Chinese and Indian equities after the AI trade collapsed following the US midterm elections, seeking companies poised to benefit from easing inflation and trade tensions.
The collapse of the AI trade has prompted a strategic reassessment among investors in the region. The US midterm elections marked a turning point, leading to a significant unwinding of positions in AI-related assets.
This market shift has opened a window for previously overlooked sectors. Investors are now looking to Chinese and Indian stocks that have been out of favor, as these markets may offer better opportunities in the current economic climate.
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