Sunil Tirumalai

Sunil Tirumalai is the Head of Emerging Market Equity Strategy at UBS, where he analyzes market trends and strategic investment opportunities. Recently, he has been in the news for discussing the chip industry, highlighting its shift towards an oligopolistic structure dominated by a few key players. His insights reflect concerns about valuation risks and market dynamics in the semiconductor sector, particularly in relation to the ongoing growth of AI technologies.