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Friday, 14 August 2026

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Morgan Stanley Sees 36% Upside for Korean Stocks After Market Washout

By Bernard Lee3 min read

Seoul, 3 August 2026 – Morgan Stanley sees South Korean equities gaining as much as 36% following a severe market correction that reset valuations while leaving the country’s semiconductor earnings outlook and corporate reform agenda largely intact.

The bullish assessment follows one of the most volatile periods in the Korean market’s history. The benchmark Kospi fell sharply in late July as investors reduced exposure to artificial intelligence and semiconductor shares, with leveraged exchange-traded funds and concentrated positioning amplifying the decline.

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Author

  • Bernard is a social activist dedicated to championing community empowerment, equality, and social justice. With a strong voice on issues affecting grassroots communities, he brings insightful perspectives shaped by on-the-ground advocacy and public engagement. As a columnist for The Ledger Asia, Bernard writes thought-provoking pieces that challenge norms, highlight untold stories, and inspire conversations aimed at building a more inclusive and equitable society.