5 Hrs
Source:
الاقتصادية
Source: الاقتصادية
5 Hrsالاقتصادية
Source: الاقتصادية
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The resilience of some markets amid the sell-off in AI stocks is mainly due to the composition of their indices and the sources of companies’ earnings, rather than deliberate hedging. The limited weighting of chipmakers in India has reduced its exposure to a sector re-rating. On 6 November 2026, the Nifty 50 rose 0.5% and the Sensex gained 0.8%, following about $1.6 billion in foreign buying, while South Korea’s Kospi fell as much as 8.8%. TSMC accounted for more than 51% of one of Taiwan’s indices. Sectoral diversification may offer some protection, but it does not guarantee continued outperformance, which also depends on corporate results and economic conditions, including oil prices.
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