Korea's AI crackdown may trigger healthy correction, India could benefit: Rahul Chadha (opens original article in a new tab)

South Korean regulatory actions are causing a reassessment of AI semiconductor valuations, seen as a healthy correction. India's markets show near-term strength, while foreign investors reallocate capital towards growth opportunities.

• South Korean regulatory actions prompt reassessment of AI semiconductor valuations
• Experts view the correction as healthy rather than an end to the AI rally
• India's near-term market strength due to easing geopolitical tensions and oil prices
• Foreign investors reallocate capital from large-cap to growth opportunities in India
• Korea's policy developments, including taxation and MSCI status, are under scrutiny