Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giants
Published on: June 28, 2026, 10:28 a.m. | Source: The Economic Times
Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, betting on the AI-driven capex cycle. He views memory stocks as core beneficiaries, citing strong demand, attractive valuations and structural shifts, while warning that malinvestment risks could eventually disrupt the AI trade.
