AI Reset, Not a Bubble | Patrick Chang, CIMB | Market Watch EP06
October was brutal for tech, with the US semiconductor index posting its second-worst month since 2008. So is the AI boom over?
Patrick Chang, Chief Investment Officer, Group Consumer Banking at CIMB, tells Wong Shou Ning it is a healthy reset, not a bubble bursting. He also covers the midterms, China, hyperscaler bonds and why the 60/40 portfolio needs a rethink..
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