India up 10% in two weeks, the only major anti-AI trade left in Asia
CurieuxExplorer · x · 2026-11-06
A market observation: Japan crashed as much as 7%, Korea -8.8%, Taiwan -9%, while India's Nifty hit a 3-month high and is on track for its best week since 2021. Over the last two weeks: India +10%, Taiwan -13.8%, Korea -8.8%, Japan -8.4%.
The poster's thesis: India has almost zero exposure to AI, making it the only major anti-AI trade left globally, rising as AI-heavy Asian markets pull back.
Related event: Asian Stocks Fall on AI Worries as India Bucks the Trend(2 posts)→
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