India and China H-shares offer refuge from AI-driven market sell-off: Goldman Sachs
Goldman Sachs’ Tim Moe sees India and China H-shares as relative outperformers amid the AI-driven sell-off, given their lower exposure to technology hardware stocks. He says India's stronger-than-expected…
Attributed summary
Goldman Sachs’ Tim Moe sees India and China H-shares as relative outperformers amid the AI-driven sell-off, given their lower exposure to technology hardware stocks. He says India's stronger-than-expected economic resilience, despite elevated oil prices and foreign outflows, is underpinned by robust domestic demand.
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