Markets coverage reports that a selloff tied to the AI trade is pushing investors to rethink how they hold Asia exposure, with renewed interest in out-of-favor Chinese and Indian stocks and in sectors seen as less dependent on AI.
Several outlets link the shift to the broader unraveling of AI-related positioning after recent US political developments, while others emphasize investor rebalancing away from concentrated “AI trades.” Bloomberg and The Economic Times say the move also reflects hopes for easing inflation and trade tensions, prompting interest in companies positioned to benefit from a calmer macro backdrop.
NDTV and The Economic Times highlight specific investment preferences cited by fund managers. NDTV and Bloomberg point to a revival in “forgotten” trades across China and India, while The Economic Times includes views that India’s relative lack of AI exposure can be an advantage and notes valuation and diversification considerations. Business Line and Bloomberg add a more India-focused framing, describing Indian shares as a relative haven as overseas inflows and earnings growth recover.
Investing.com’s title similarly points to flows toward China, India, and overlooked Asian sectors, though no additional details are provided in the supplied text.
