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Politburo's Consumption Focus Fuels Internet Rebound, Week In Review
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Politburo's Consumption Focus Fuels Internet Rebound, Week In Review
Week in Review Asian equities were mixed but mostly higher for the week as Hong Kong and Vietnam outperformed, while Mainland China’s STAR (Science & Technology) Market and Korea underperformed. The rotation out of year-to-date (YTD) outperformers in AI supply chain hardware, i.e. AI “picks and shovels”, and into software names and other themes was on full display this week, leading Hong Kong’s software-oriented market to outperform. The fourth…
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