AI slump revives Asia’s forgotten trades from China to India
The Straits Times ·
AI slump revives demand for China and India stocks as investors seek non-AI exposure across Asia. Read more at straitstimes.com.
AI slump revives Asia’s forgotten trades from China to India
AI slump revives demand for China and India stocks as investors seek non-AI exposure across Asia. Read more at straitstimes.com.
3 sources · 3 articles · updated 2026-11-08 02:33 UTC · business
Coverage
AI slump revives Asia's forgotten stock bets, from China to India
Business Standard ·
Democrats' sweep of Congress and the resulting rethink of the AI trade are prompting investors to diversify into out-of-favour markets such as India and China
AI slump revives Asia’s forgotten trades from China to India
The Economic Times ·
Global investors are rethinking their Asia bets as the AI trade loses momentum following the US midterm elections. India and China are emerging as potential beneficiaries of the shift, with funds rotating towards undervalued stocks, domestic growth, healthcare, consumer companies and financials. India's limited AI exposure, easing oil prices and renewed foreign inflows are strengthening its appeal.