# Asian equity markets are emerging as the next major destination for global investors as attention shifts away from geopolitical tensions in the Middle East and back towards growth opportunities tied to artificial intelligence.

*semiconductor · news · 2026-05-11 · The Economic Times*

## Key points

- South Korea's Kospi index and Taiwan stocks are outperforming due to massive AI and semiconductor demand.
- Implied volatility in Taiwan and South Korea is nearing peak levels relative to the S&P 500 Index.
- Interactive Brokers now offers US retail investors direct access to South Korean markets, reflecting surging interest.
- Leveraged ETF assets linked to Korean equities have reached record highs, fueled by speculative inflows.
- India's equity market is lagging due to weak currency, limited AI exposure, and oil import dependence.

**Companies:** Samsung Electronics, Taiwan Semiconductor Manufacturing Co., JPMorgan Chase & Co., SK Hynix, Societe Generale SA, Interactive Brokers Group Inc.
**Countries:** South Korea, Taiwan, United States

[Read the full story on The Economic Times](https://economictimes.indiatimes.com/markets/us-stocks/news/global-markets-korea-taiwan-emerge-as-the-biggest-winners-of-ai-equity-boom/articleshow/131003634.cms)

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