AI Slump Revives Asia’s Forgotten Trades From China to India
Bloomberg.com reports: Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world The unraveling of the AI trade after the US midterm elections is forcing investors to rethink their Asia playbook, reviving demand for out-of-favor Chinese and Indian stocks as well as companies poised to benefit from easing inflation and trade tensions. Aberdeen Investments favors Bloomberg Terminal markets powered by stronger domestic growth, including India and Vietnam, and sees upside in Chinese technology firms.