Jefferies in a note said Samsung and Hynix are forecast to earn profits totalling $307 billion this year, three times the total forecast profits of $102 billion for India’s Nifty 50 universe.

Global investors aggressively rotated out of Indian equities into AI-led trades namely Taiwan and South Korea since May 2025. Recent flow trends suggest the first sign of exhaustion in that positioning, analysts said....

More https://bit.ly/4ww3gXx

Via businesstoday.in