Jefferies' Christopher Wood on foreign flows: Why investors are shifting from India to Korea, Taiwan
Bubble signal: 0 · NeutralRelevance 32MarketsGlobal
Source: NewsData: AI bubble (EN) · Published 2026-09-18
Summary
Jefferies' global equity strategist Christopher Wood says foreign capital is rotating out of India and into Korea and Taiwan. He stresses this is not because investors have turned negative on India, but rather a portfolio rebalancing after two decades of being overweight India and underweight Korea.
Bubble analysis
This item is only weakly connected to the AI bubble question. It is about portfolio rebalancing between emerging markets; while Korea and Taiwan sit at the heart of the AI chip supply chain (TSMC, Samsung, SK Hynix), the article gives no AI capex, valuation or funding figures and does not explicitly attribute the flows to AI. It is background context at best, not evidence either way.
#korea#taiwan#fund-flows#emerging-markets
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