BUSINESSSCMP WORLD
AI trade keeps capital – and risks – flowing to emerging markets
The MSCI Emerging Markets Index has seen a significant shift in weight from China and India to South Korea and Taiwan over the past year. South Korea now accounts for nearly 24% of the index, surpassing its previous share and contributing to over half of the index's total weight alongside Taiwan.
Related Signal
Adjacent reporting
- AI trade keeps capital – and risks – flowing to emerging markets
- The AI trade is remaking the global stock-market order
- Korea’s AI-Heavy Market Now Sets the Tone for Global Stocks
- Korea’s AI-heavy market now sets the tone for global stocks
- Asian shares mostly gain and South Korea and Japan recover some losses from AI stock sell-offs