Japan’s long-running value story may have entered its final act — but just across the sea, a familiar script is starting anew. In our latest OP Insight, Emerging Markets Analyst Anindita Nag explains why the stage may be set for Korea’s own “Abenomics moment.”
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Microsoft’s head of AI, Mustafa Suleyman, recently warned of the growing risk of “AI psychosis”. Equity markets today show similar symptoms. While some suggest diversifying across asset classes, Portfolio Manager Sam Ziff highlights the importance of diversifying within equities, highlighting opportunities available.
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