Maxed out on TSMC, Samsung and SK Hynix, what emerging-market funds are buying now
Fund managers who’ve made a killing this year with positions in the three top-performing emerging market stocks are increasingly being forced to diversify elsewhere.
- Inside India newsletter: Why Taiwan and South Korea's stock markets have surged past India within a week CNBC —
- Indian IT Stocks Slump as AI Jitters Resurface Bloomberg —
- Nomura's Wang Thinks Asia Chips Rally Mostly Justified Bloomberg —
- Indian stocks lose out to Asian rivals in global hunt for AI winners Financial Times —
- China’s AI chip demand pushes Korea into rare surplus with top trade partner Korea Times —