Skip to content
Thursday, 12 November 2026

The Ledger Asia

Trusted Insights. Asian Perspective.

Subscribe
Markets

Asia’s US$50 Billion Equity Exodus Exposes the Cost of AI Investment Uncertainty

Foreign investors withdrew US$49.77 billion from seven Asian equity markets in October, with Taiwan and South Korea accounting for most of the selling. The withdrawals highlight growing scrutiny of AI infrastructure spending, profitability and global portfolio concentration.

By Katherine (Kay)3 min read

Singapore, 11 November 2026 – Foreign investors withdrew approximately US$49.77 billion from seven Asian equity markets in October, highlighting growing concerns about the financial sustainability of artificial intelligence investment.

According to Reuters, citing LSEG data, the withdrawals covered South Korea, Taiwan, India, Indonesia, Thailand, Vietnam and the Philippines. Taiwan recorded approximately US$30.68 billion in net outflows, while South Korea experienced US$14.59 billion.

The scale of selling demonstrates how quickly international investment sentiment can change when expectations surrounding a major growth industry become uncertain.

However, the figures also reveal a broader issue: regional capital markets remain sensitive to global portfolio allocation decisions.

Unlock the Full Article

This article is exclusive to The Ledger Asia Subsribers / PAID members.

Subscribe to Read More

Already have an account? Log in here

Author

  • Katherine (Kay)

    Kay like to explores the intersection of money, power, and the curious humans behind them. With a flair for storytelling and a soft spot for market drama, she brings a fresh and sharp voice to Southeast Asia’s business scene.
    Her work blends analysis with narrative, turning headlines into human stories that cut through the noise. Whether unpacking boardroom maneuvers, policy shifts, or the personalities shaping regional markets, Kay offers readers a perspective that is both insightful and relatable — always with a touch of wit.