Economic TimesLean R·
Korea's pain, India's gain? What Kospi's bear market means for Nifty investors
South Korea's Kospi index entered a bear market after a sharp AI trade correction. This downturn contrasts with India's Nifty index, which has seen gains recently. Experts caution against viewing Korean equities as an automatic value play due to concentration and leverage. Money may not automatically flow to India until the AI trade stabilizes. India's broad earnings base and domestic demand offer a more sustainable growth story.
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