AI 줄이고 인도네시아/중국/인도 등으로 투자 전략 변화
작성자: 하나증권(중국)() 2026-07-26 09:23
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AI 줄이고 인도네시아/중국/인도 등으로 투자 전략 변화
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~ Investors in Asia are snapping up stocks from Indonesian banks to Chinese e-commerce titans and Indian technology firms, trimming bets on popular artificial intelligence trades which have turned increasingly volatile
~ “Kospi VIX remains super elevated and waiting for the leverage holdings to wash out,” said Matthew Haupt, a hedge fund manager at Wilson Asset Management, referring to the volatility gauge tracking Korea’s equities benchmark. “There are more stable markets to trade themes rather than Korea at the moment.”
https://www.businesstimes.com.sg/companies-markets/big-asia-stock-funds-turn-laggards-cut-risk-ai-swings
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~ Investors in Asia are snapping up stocks from Indonesian banks to Chinese e-commerce titans and Indian technology firms, trimming bets on popular artificial intelligence trades which have turned increasingly volatile
~ “Kospi VIX remains super elevated and waiting for the leverage holdings to wash out,” said Matthew Haupt, a hedge fund manager at Wilson Asset Management, referring to the volatility gauge tracking Korea’s equities benchmark. “There are more stable markets to trade themes rather than Korea at the moment.”
https://www.businesstimes.com.sg/companies-markets/big-asia-stock-funds-turn-laggards-cut-risk-ai-swings
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