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The Kospi index is the leading indicator for the global AI trade — and Goldman just slashed its forecast by 25%

The Kospi index is the leading indicator for the global AI trade — and Goldman just slashed its forecast by 25%
MarketWatch Monday 26 October 2026, 10:43 UTC By Jules Rimmer 1 min read
Key Points

A reduction in the growth multiple that investors are prepared to pay for AI stocks and a rise in volatility has forced Goldman strategist Tim Moe to take an axe to his Korean market target.

A reduction in the growth multiple that investors are prepared to pay for AI stocks and a rise in volatility has forced Goldman strategist Tim Moe to take an axe to his Korean market target. [Image text:] Intraday-Thursday 12:41 SEOUL 58.24-2.7% ding Board -Realtime Markret
Kospi (PERSON) Goldman (ORG) AI (ORG) Tim Moe (PERSON) Korean (ORG)
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