Singapore, 10 May 2026 – Global investors looking for the next phase of the equity rally are increasingly turning towards Asia, where South Korea and Taiwan have become standout performers on the back of artificial intelligence demand, semiconductor strength and improving regional risk appetite.
The shift comes as markets begin looking beyond the immediate impact of the Middle East conflict and refocus on earnings momentum, technology leadership and relative valuation opportunities. South Korea and Taiwan have led global gains this month, with South Korea’s Kospi Index surging about 78% so far in 2026, supported by heavy buying into AI-linked chipmakers.
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