Asia’s AI & chip stocks slide sharply, raising fresh valuation concerns
The downturn has reignited questions over whether the 'world-beating' rally in these themes is becoming more vulnerable.
Charu Chanana, Chief Investment Strategist at Saxo Markets Singapore, said the key trigger has been extended valuations and limited participation beyond a few mega-caps. With export risks rising and policy support uncertain, Asia’s chip-led market structure may face more turbulence ahead.
Asia’s AI & chip stocks slide sharply, raising fresh valuation concerns
The downturn has reignited questions over whether the 'world-beating' rally in these themes is becoming more vulnerable.
Charu Chanana, Chief Investment Strategist at Saxo Markets Singapore, said the key trigger has been extended valuations and limited participation beyond a few mega-caps. With export risks rising and policy support uncertain, Asia’s chip-led market structure may face more turbulence ahead.
Asia’s tech and AI stocks fall amid valuation concerns and narrow leadership, sparking fears of a deeper correction.
The downturn has reignited questions over whether the 'world-beating' rally in these themes is becoming more vulnerable.
Charu Chanana, Chief Investment Strategist at Saxo Markets Singapore, said the key trigger has been extended valuations and limited participation beyond a few mega-caps. With export risks rising and policy support uncertain, Asia’s chip-led market structure may face more turbulence ahead.
The downturn has reignited questions over whether the 'world-beating' rally in these themes is becoming more vulnerable.
Charu Chanana, Chief Investment Strategist at Saxo Markets Singapore, said the key trigger has been extended valuations and limited participation beyond a few mega-caps. With export risks rising and policy support uncertain, Asia’s chip-led market structure may face more turbulence ahead.