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04:56
Jul 13
Rupal Agarwal Asia Quantitative Strategist, Bernstein Bloomberg Markets
Trim crowded momentum/AI trade in Korea-Taiwan
The momentum trade, heavily driven by AI and semiconductor names in Korea and Taiwan, has reached record valuations and earnings expectations not seen since 1999. Positioning is extremely crowded, and equity risk premiums have fallen to record lows. It is time to trim exposure and take profits.
TWSE
MED

About TWSE Analyst Coverage

Buzzberg tracks TWSE (TWSE Index (TAIEX / Taiwan Weighted)) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Rupal Agarwal.