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Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now?

The Economic Times · 10/18 07:31 UTC

Jefferies' Chris Wood is urging investors to diversify beyond AI, as earnings growth for global AI stocks is expected to slow sharply and valuations remain elevated. His Asia portfolio retains exposure to semiconductor companies while avoiding heavy AI capex spenders. India, China and other Asian markets feature prominently in the allocation.

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