BREAKING
Coronation Cuts AI Chip Bets, Buys India
0
B
Assets managed
0
%
Chip weight Dec 2025
0
%
Chip weight Q2 2026
Rotating Into Indian Equities
Chip weight
5
India
12
Why the Shift
Trimming
●
SK Hynix and TSMC
●
Stretched valuations
●
No margin of safety
Adding
India
●
Mahindra & Mahindra
●
Bajaj, HDFC, ICICI
●
$13.3B chip fund
0
%
Drop from June 2026 peak
0
B
Global EM Fund size
Valuation Discipline, Not AI Exit
AI NEWS BLITZ
A South African fund manager is pulling back from AI chipmakers and turning to India.