The unraveling of the AI trade after the US midterm elections is forcing investors to rethink their Asia playbook, reviving demand for out-of-favor Chinese and Indian stocks as well as companies poised to benefit from easing inflation and trade tensions.
Source: [Bloomberg Markets](https://www.bloomberg.com/news/articles/2026-11-08/ai-slump-revives-asia-s-forgotten-trades-from-china-to-india)