The AI trade is maturing from AI spenders to AI enablers; investors are scrutinizing ROI on spenders like Tencent, while enabler and infrastructure names such as SK Hynix are showing much faster revenue growth and better risk/reward.
High US mega-cap tech concentration risk is pushing investors to diversify outside the US; emerging-market ETF demand has quadrupled since the start of the year, with pockets of opportunity in India and China.
High US mega-cap tech concentration risk is pushing investors to diversify outside the US; emerging-market ETF demand has quadrupled since the start of the year, with pockets of opportunity in India and China.
High US mega-cap tech concentration risk is pushing investors to diversify outside the US; emerging-market ETF demand has quadrupled since the start of the year, with pockets of opportunity in India and China.