Mark Headley argues investors should diversify away from an overweight U.S. position as valuations, higher rates and uncertainty around the AI trade create headwinds. He sees emerging-market opportunities across China, India, Taiwan and Korea, including AI-related names such as Samsung, SK Hynix (SKHY) and TSMC (TSM). Headley remains selective on China as its property crisis weighs on consumers and earnings, while seeing potential in Asian small- and mid-cap stocks, technology, industrials and financials.
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