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AI stocks after the sell-off: why the long-term investment case may remain intact
Portfolio Manager Yash Patodia shares his perspectives on why recent volatility may be a positioning-driven unwind — not a broken thesis — and where selective, long-term opportunities are emerging across semiconductors and the wider AI value chain.
Asia Tech WellCovered: Robotics
Robotics is moving from concept to necessity. Explore how structural demand for factory automation, the rise of physical AI, and Asia's — particularly Japan's — leadership in the space are reshaping the global automation industry.
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