South Korea Markets & Valuations
Stock market performance, valuation trends, and investor sentiment in South Korean equities amid economic conditions and global AI trade dynamics.
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Latest in South Korea Markets & Valuations· Oct 26
Goldman Sachs cut its South Korea stock forecast 25 percent, citing contraction in AI valuations. The Kospi's concentration in semiconductors and chip equipment leaves it exposed to shifts in global AI capital spending; Goldman's downgrade signals the bank expects slower AI-driven demand or margin compression in those sectors ahead.