Asian tech stocks, particularly Apple suppliers like Foxconn and Quanta, surged following the U.S. government’s temporary tariff exclusions on key electronics. While analysts see this as a positive step for tech companies and China negotiations, uncertainty remains. Trump hinted at future semiconductor tariffs, causing mixed reactions among chipmakers like TSMC and SK Hynix, as the market awaits further details.
Why Saurabh Mukherjea has moved half his personal portfolio out of India
Saurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global investments, reflecting a strategic pivot.