Investors Face Rotation Dilemma: Markets Snapshot

The Kospi Index in South Korea declined 10% from its all-time high on Tuesday, while the Hang Seng China Enterprises Index gained more than 4% in a single day, marking its largest advance since April 2025, according to Bloomberg. Investors cited rising inflation, potential tariff pass-through effects, and the possibility of central bank interest-rate hikes as factors affecting market positioning.

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