How AI boom is obscuring the big investment opportunity in commodities

A cursory glance at the performance of global stock markets this year suggests exposure to the boom in artificial intelligence (AI) is the overriding determinant of returns. Technology-heavy equity markets, especially those with a high concentration of leading semiconductor and tech hardware firms, have performed spectacularly.
South Korea and Taiwan, major semiconductor hubs, are the poster children for the AI trade. The global chip shortage has led to a dramatic increase in the earnings and…

المصدر: SCMP — Tech