{"id":1048324,"date":"2026-11-10T08:41:57","date_gmt":"2026-11-10T03:11:57","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1048324"},"modified":"2026-11-10T08:44:32","modified_gmt":"2026-11-10T03:14:32","slug":"ai-capex-peak-fears-why-jefferies-raised-india-weightage-while-trimming-korea-taiwan","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/11\/10\/ai-capex-peak-fears-why-jefferies-raised-india-weightage-while-trimming-korea-taiwan\/","title":{"rendered":"AI Capex peak fears: Why Jefferies raised India weightage while trimming Korea &#038; Taiwan"},"content":{"rendered":"<p>Christopher Wood, global head of equity at global investment bank Jefferies has raised allocation to India by two percentage points and maintained the \u201cOverweight\u201d stance. Wood, in his weekly GREED &#038; fear report, said the weightings in Korea and Taiwan will be reduced by one percentage point each, while maintaining \u201cUnderweights\u201d stance. <\/p>\n<p>Wood said that financial markets are signaling a \u201cgrowing unwillingness\u201d to fund investments related to artificial intelligence (AI). \u201cOne of the messages of the latest Asia Maxima quarterly is that the most plausible way the AI capex arms race will end is that the credit card will be taken away,<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Christopher Wood, global head of equity at global investment bank Jefferies has raised allocation to India by two percentage points and maintained the \u201cOverweight\u201d stance. Wood, in his weekly GREED &#038; fear report, said the weightings in Korea and Taiwan will be reduced by one percentage point each, while maintaining \u201cUnderweights\u201d stance. Wood said that financial markets are signaling a \u201cgrowing unwillingness\u201d to fund investments related to artificial intelligence (AI). \u201cOne of the messages of the latest Asia Maxima quarterly is that the most plausible way the AI capex arms race will end is that the credit card will be [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[63,4,12],"tags":[],"class_list":["post-1048324","post","type-post","status-publish","format-standard","hentry","category-it-2-the-financial-express","category-newspapers","category-the-financial-express"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1048324","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1048324"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1048324\/revisions"}],"predecessor-version":[{"id":1048333,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1048324\/revisions\/1048333"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1048324"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1048324"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1048324"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}