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Taiwan Dethrones Korea Atop Global Markets as AI Trade Widens

Bloomberg Markets Wednesday 07 October 2026, 00:07 UTC By Abhishek Vishnoi and Winnie Hsu 1 min read
Key Points

Taiwan Dethrones Korea Atop Global Markets as AI Trade Widens As equity investors enter the final stretch of a pivotal year that’s propelled South Korea and Taiwan to the forefront of the global AI trade, the latter is emerging as the stronger bet. The Taiex Index beat the Kospi by about 23 percentage points last quarter, the widest margin since the turn of the century. Earnings upgrades also outpaced those for its Korean peer for the first time since March 2025.

Taiwan Dethrones Korea Atop Global Markets as AI Trade Widens As equity investors enter the final stretch of a pivotal year that’s propelled South Korea and Taiwan to the forefront of the global AI trade, the latter is emerging as the stronger bet. The Taiex Index beat the Kospi by about 23 percentage points last quarter, the widest margin since the turn of the century. Earnings upgrades also outpaced those for its Korean peer for the first time since March 2025. About 40% of the fund managers surveyed by Bank of America Corp. last month said they were overweight Taiwan, versus 25% for Korea.
Taiwan (LOCATION) AI Trade Widens (ORG) South Korea (LOCATION) Kospi (PERSON) Korean (ORG) Bank of America Corp. (ORG) Korea (LOCATION)
Originally published by Bloomberg Markets Read original →

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