India's outlook improves as the oil price decline reduces current account pressure, and capital flow measures together with the central bank shifting to a no-hike stance support Indian bonds and equities.
South Korea and Taiwan are net energy importers hurt by high oil, but their strong AI semiconductor pricing power has improved terms of trade and led to GDP growth upgrades, making them attractive investment destinations despite the energy shock.
South Korea and Taiwan are net energy importers hurt by high oil, but their strong AI semiconductor pricing power has improved terms of trade and led to GDP growth upgrades, making them attractive investment destinations despite the energy shock.