Asian Market Shift Sparks Investor Interest in Chinese and Indian Equities
Recent shifts in global financial markets have driven investors away from artificial intelligence and semiconductor stocks toward Chinese and Indian equities. Following the US midterm elections and market fallout, foreign investors poured US$1.9 billion into Indian shares last week, pushing the Nifty 50 up by 8.6%. Simultaneously, a Hong Kong gauge tracking mainland companies rose 5.2%. Fund managers note that these markets offer attractive valuations, lower AI exposure, and resilience against shifting trade policies, benefiting sectors like healthcare, consumer goods, and domestic technology.
Originally published by The Straits Times | 8 November 2026 | Read original: https://www.straitstimes.com/business/ai-slump-revives-asias-forgotten-trades-from-china-to-india
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