Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now?
Jefferies Chris Wood is urging investors to diversify beyond AI as earnings growth for global AI stocks is expected to slow sharply and valuations remain elevated. His Asia portfolio retains exposure to semiconductor companies while avoiding heavy AI capex spenders, with India, China and other Asian markets featuring prominently in the allocation.
Jefferies Chris Wood is urging investors to diversify beyond AI as earnings growth for global AI stocks is expected to slow sharply and valuations remain elevated. His Asia portfolio retains exposure to semiconductor companies while avoiding heavy AI capex spenders, with India, China and other Asian markets featuring prominently in the allocation.
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