Investors Face Rotation Dilemma: Markets Snapshot
THE SO WHAT
A 10% drop in Korea’s chip-heavy Kospi alongside a 4% pop in the Hang Seng China Enterprises Index shows how fast capital can rotate around the AI trade. If your business is levered to semis or China exposure, assume funding conditions and valuation multiples can swing quarter to quarter — keep optionality in your financing plans.
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