ByteTrend(@ByteTrend):Also notable are the countries that have won from this rotation. India $EPI hosts a number of "AI losers" like $INFY and $WIT - and has suffered a multi-year bear market in relative terms. As a result, it is home to companies whhich gifted capital to the AI trade and are now claiming it back, and started this rotation at a lower valuation than before. Unsurprising to see Swiss stocks also offering a safe haven during a flight to safety...

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参加 August 2023

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ByteTrend@ByteTrend

2026.11.13 09:45

Also notable are the countries that have won from this rotation. India $EPI hosts a number of "AI losers" like $INFY and $WIT - and has suffered a multi-year bear market in relative terms. As a result, it is home to companies whhich gifted capital to the AI trade and are now claiming it back, and started this rotation at a lower valuation than before. Unsurprising to see Swiss stocks also offering a safe haven during a flight to safety...