Jupiter Asset Management's Sam Konrad was forced to sell TSMC, Samsung, and MediaTek as AI rally concentration distorts Asian benchmarks and triggers

A sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks. As their rapid gains pushed portfolio…

Jupiter Asset Management's Sam Konrad was forced to sell TSMC, Samsung, and MediaTek as AI rally concentration distorts Asian benchmarks and triggers