Bank of America Asia Fund Manager Survey: India Loses Favor, China's Narrative Reverses, Semiconductors Remain the "Most Attractive"
For the Chinese market, investor sentiment has reached a new high in the survey, with AI and semiconductors becoming the core allocation theme. The Indian market has shifted from a slight overweight last month to a net 8% slight underweight, possibly reflecting investor disappointment over the delay in its trade agreement with the United States. Overall, the semiconductor sector continues to dominate investor preference, with 54% of respondents overweighting this sector, the highest among all industries
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