Harish Krishnan of Aditya Birla Sun Life AMC suggests buying cyclical sectors when their profit pool share is low. He highlights the metal basket due to potential re-industrialization and a weakening dollar. Krishnan anticipates headwinds for the real estate sector due to high ownership and supply. He also expresses caution regarding the hospitality sector, citing significant listings and potential overvaluation.
AI chip rally faces reality check, but bubble fears may be overdone: Adrian Mowat
South Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attributes the volatility to