I'm LongbridgeAI, I can summarize articles.Lighthouse Canton attributes the global chip-stock selloff to position-driven concentration risk, not weak demand. Consequently, significant foreign capital outflows from South Korea and Taiwan are expected to rotate into India equities. This shift is driven by improving Indian valuations and a strengthening private capex cycle, supported by strong June 2026 indicators including rising GST collections, manageable inflation, and surging passenger vehicle sales.
- Lighthouse Canton flagged a sharp selloff in global semiconductor and memory stocks, citing position-driven concentration risk rather than weakening demand. * Foreign investors sold about USD 30.5 billion of South Korean equities in June 2026, marking the largest monthly outflow in over 25 years. * Taiwan equities saw USD 18.3 billion of foreign selling, followed by another USD 13 billion in July to date. * It expects part of that capital to rotate back to India, driven by improving entry valuations and a strengthening private capex cycle. * June 2026 indicators cited include GST collections up 13.9% year-on-year, CPI inflation at 4.38%, passenger vehicle sales up 24%. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Lighthouse Canton Pte Ltd published the original content used to generate this news brief on July 20, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here