KOSE:A005930Tech
If AI Demand Holds Up These Export Industrials Could Surprise
Global markets have swung back toward growth stories tied to chips, AI and export demand, with South Korea’s Kospi jumping 7%, China’s exports up 19.4% in May and a tentative ceasefire easing one layer of geopolitical risk. At the same time, OpenAI’s confidential IPO filing has pushed AI further into the spotlight. For Asia-Pacific industrial giants that feed into these global supply chains, this mix of tech demand, trade momentum and calmer headlines can influence how investors think about...