Chen Guo, deputy director and chief strategist at East Money Research Institute,
said a downturn in the Korean memory-chip sector would not signal the end of the
global tech bull and may simply reflect intra-tech rebalancing. He said the move
would not imply the end of an A-share re-rating; RMB assets still have room to
be re-rated, with particularly large upside for high-quality carbon-based assets
in China’s A-share market.
