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Global Banks Turn More Bullish on Chinese Stocks as South Korea Trade Cools
Citigroup’s shift adds to signs that investors are rotating out of overheated regional tech trades and back into Hong Kong and mainland shares on hopes of stimulus, easing geopolitical risks and AI growth
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scmp.com
Citi bets on China amid AI volatility, geopolitical friction
Wall Street giant Citi adjusts its emerging market asset allocation, identifying China as benefiting from a broadening market rally.
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economictimes.indiatimes.com
Global Market: Citi downgrades South Korea to neutral as AI chip volatility mounts
Citigroup has downgraded South Korea to neutral after a year-long overweight stance, citing heightened volatility in AI-linked chip stocks and stretched valuations. While…
