{"id":3762,"date":"2026-07-19T17:11:42","date_gmt":"2026-07-19T17:11:42","guid":{"rendered":"https:\/\/crosscountrymovingteams.com\/?p=3762"},"modified":"2026-07-19T17:11:42","modified_gmt":"2026-07-19T17:11:42","slug":"koreas-ai-heavy-market-now-sets-the-tone-for-global-stocks","status":"publish","type":"post","link":"https:\/\/crosscountrymovingteams.com\/?p=3762","title":{"rendered":"Korea\u2019s AI-heavy market now sets the tone for global stocks"},"content":{"rendered":"
\n

Once a peripheral market for many global investors, Korea\u2019s $4 trillion equity market is offering an early read on risk appetite as AI-driven swings in Samsung Electronics Co. and SK Hynix Inc. ripple through global chip stocks.<\/p>\n

Read more Infantino\u2019s 60,000-mile World Cup odyssey \u2014\u00a0the FIFA chief\u2019s whopping private jet trips don\u2019t even include the funeral in Qatar<\/a><\/p>\n

The shift is reshaping investment routines. JPMorgan Asset Management\u2019s chief Asia market strategist gave a presentation on Korea to the firm\u2019s global team for the first time in his 14 years on the job. Japanese traders are adding the Kospi Index to their watch lists. \u201cWe are all Korean investors now,\u201d said Hani Redha, a London-based portfolio manager at PineBridge Investments.<\/p>\n

\n
\n
<\/div>\n<\/div>\n<\/div>\n

But the market\u2019s growing influence comes with a catch. The Kospi has become one of the world\u2019s\u00a0most volatile\u00a0major benchmarks, with leveraged trading amplifying swings. SK Hynix\u2019s recent US listing has extended Korea\u2019s influence into Wall Street. The result is the country\u2019s sentiment-driven trading increasingly setting the tone for global AI stocks around the clock.<\/p>\n

Korea may see another turbulent session when markets reopen following a long weekend. Global chip peers were sold off on Friday as a surprise breakthrough from a Chinese AI startup renewed doubts over massive capex investment.<\/p>\n

Redha starts each day by checking Seoul for a read on the AI trade. Once the Korean market closes, his focus shifts to SK Hynix\u2019s American depositary receipts and Korea-focused exchange-traded funds in New York. \u201cIt\u2019s like almost 24-hour tracking,\u201d he said.<\/p>\n

That dynamic was on full display last week. A local\u00a0selloff\u00a0on Monday driven by fresh skepticism about future demand for AI triggered a near 9% drop in the Kospi, before the weakness spilled into Wall Street. SK Hynix\u2019s US-listed shares dropped 9.3%, dragging down other major chip stocks.<\/p>\n

\n
<\/div>\n<\/div>\n

READ:\u00a0Korea\u2019s AI Stock Rout Is Becoming a Lesson in Leveraged Excess<\/p>\n

The tighter linkage is increasingly visible in the data. The 60-day correlation between the Kospi and the Nasdaq 100 has climbed to 0.46, near the highest level in two years and almost triple its five-year average of 0.16, according to data compiled by Bloomberg.<\/p>\n

\n
\n
<\/div>\n<\/div>\n<\/div>\n

\u201cKorea has effectively become part of the same volatility ecosystem as the Nasdaq and SOX, with SK Hynix, Samsung and the Kospi now functioning as a pre\u2011market read\u2011through on US AI and semiconductor risk,\u201d said Ivan Feinseth, New York-based chief investment officer at Tigress Financial Partners. He added that the Asian country is no longer \u201ca distant emerging-market side show.\u201d<\/p>\n

Read more Ranch dressing is quietly doing America\u2019s diplomacy for it<\/a><\/p>\n

\n
<\/div>\n<\/div>\n

Korean stocks\u2019 influence appears even more pronounced when they suffer a downturn. The Nasdaq 100 Index\u2019s sensitivity to the Kospi during periods of Korean market weakness climbed to the highest since 1990 on July 7, according to Bloomberg-compiled data. A similar measure for the MSCI World Index has also risen to a four-year high earlier this month.\u00a0<\/p>\n

\n
<\/div>\n<\/div>\n
\n
<\/div>\n<\/div>\n

Correlation between the Kospi and Japan\u2019s Nikkei 225 has also surged. That\u2019s prompted Ortus Advisors\u2019 head of Japan equity strategy Andrew Jackson to add a chart of the Kospi for close monitoring earlier this year, a first for him in more than two decades.\u00a0<\/p>\n

Herald van der Linde, head of equity strategy for Asia Pacific at HSBC Holdings Plc, said Korea is discussed in \u201call meetings\u201d nowadays. Over at JPMorgan Asset Management, its chief market strategist for Asia Pacific Tai Hui said \u201cI think I\u2019ve not presented to my global team on Korea until this year.\u201d<\/p>\n

Korea\u2019s influence, however, may shrink as the market rout continues. The Kospi Index has tumbled 25% since its June peak, resulting in a $1 trillion wipeout that threatens to weaken its global clout. Its chipmaker duo have both lost at least 30% of their value. The country\u2019s decision to temporarily\u00a0halt\u00a0new listings of single-stock leveraged exchange traded products may also help curb speculation and volatility. \u00a0<\/p>\n

READ:\u00a0The Leveraged AI Bet That\u2019s Whipsawing Markets Around the World\u00a0<\/p>\n

\n
\n
<\/div>\n<\/div>\n<\/div>\n
\n
<\/div>\n<\/div>\n

Still, the benchmark remains up 62% for the year, among the world\u2019s best performers. Given the pivotal role of SK Hynix and Samsung Electronics in memory chip supply, the Korean market will likely remain the heartbeat of global AI investment in the foreseeable future.<\/p>\n

\u201cThis is the new normal investors have to accept, as long as the AI rally continues,\u201d said Chisa Kobayashi, Japan equity strategist at UBS SuMi TRUST Wealth Management. \u201cThe fact that markets are being driven by a relatively immature market with leverage-related swings, makes trading difficult because moves can deviate from fundamentals.\u201d<\/p>\n

Read more The people sewing your clothes can\u2019t see the stitches clearly \u2014\u00a0a $10 pair of glasses could unlock $27 billion in gains<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

\u201cWe are all Korean investors now,\u201d said Hani Redha, a London-based portfolio manager at PineBridge Investments.<\/p>\n","protected":false},"author":1,"featured_media":3761,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[336],"tags":[],"class_list":["post-3762","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-south-korea"],"yoast_head":"\nKorea\u2019s AI-heavy market now sets the tone for global stocks - Cross Country Moving Team<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/crosscountrymovingteams.com\/?p=3762\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Korea\u2019s AI-heavy market now sets the tone for global stocks - Cross Country Moving Team\" \/>\n<meta property=\"og:description\" content=\"\u201cWe are all Korean investors now,\u201d said Hani Redha, a London-based portfolio manager at PineBridge Investments.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/crosscountrymovingteams.com\/?p=3762\" \/>\n<meta property=\"og:site_name\" content=\"Cross Country Moving Team\" \/>\n<meta property=\"article:published_time\" content=\"2026-07-19T17:11:42+00:00\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/?p=3762#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/?p=3762\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/#\\\/schema\\\/person\\\/1b8121bfb9a1c55d1fff3fca675fceaa\"},\"headline\":\"Korea\u2019s AI-heavy market now sets the tone for global stocks\",\"datePublished\":\"2026-07-19T17:11:42+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/?p=3762\"},\"wordCount\":799,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/?p=3762#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/b9b8f439d6a61bdb78358722321bba8c.webp\",\"articleSection\":[\"South Korea\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/crosscountrymovingteams.com\\\/?p=3762#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/?p=3762\",\"url\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/?p=3762\",\"name\":\"Korea\u2019s AI-heavy market now sets the tone for global stocks - Cross Country Moving Team\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/?p=3762#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/?p=3762#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/b9b8f439d6a61bdb78358722321bba8c.webp\",\"datePublished\":\"2026-07-19T17:11:42+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/#\\\/schema\\\/person\\\/1b8121bfb9a1c55d1fff3fca675fceaa\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/?p=3762#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/crosscountrymovingteams.com\\\/?p=3762\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/?p=3762#primaryimage\",\"url\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/b9b8f439d6a61bdb78358722321bba8c.webp\",\"contentUrl\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/b9b8f439d6a61bdb78358722321bba8c.webp\",\"width\":1200,\"height\":600},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/?p=3762#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Korea\u2019s AI-heavy market now sets the tone for global stocks\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/#website\",\"url\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/\",\"name\":\"Cross Country Moving Team\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/#\\\/schema\\\/person\\\/1b8121bfb9a1c55d1fff3fca675fceaa\",\"name\":\"admin\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/50b1ad2e498f523425ee0a8cc5180a210646db1622662a3d56cc405d3e0c346a?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/50b1ad2e498f523425ee0a8cc5180a210646db1622662a3d56cc405d3e0c346a?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/50b1ad2e498f523425ee0a8cc5180a210646db1622662a3d56cc405d3e0c346a?s=96&d=mm&r=g\",\"caption\":\"admin\"},\"sameAs\":[\"http:\\\/\\\/crosscountrymovingteams.com\"],\"url\":\"https:\\\/\\\/crosscountrymovingteams.com\\\/?author=1\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Korea\u2019s AI-heavy market now sets the tone for global stocks - Cross Country Moving Team","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/crosscountrymovingteams.com\/?p=3762","og_locale":"en_US","og_type":"article","og_title":"Korea\u2019s AI-heavy market now sets the tone for global stocks - Cross Country Moving Team","og_description":"\u201cWe are all Korean investors now,\u201d said Hani Redha, a London-based portfolio manager at PineBridge Investments.","og_url":"https:\/\/crosscountrymovingteams.com\/?p=3762","og_site_name":"Cross Country Moving Team","article_published_time":"2026-07-19T17:11:42+00:00","author":"admin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"admin","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/crosscountrymovingteams.com\/?p=3762#article","isPartOf":{"@id":"https:\/\/crosscountrymovingteams.com\/?p=3762"},"author":{"name":"admin","@id":"https:\/\/crosscountrymovingteams.com\/#\/schema\/person\/1b8121bfb9a1c55d1fff3fca675fceaa"},"headline":"Korea\u2019s AI-heavy market now sets the tone for global stocks","datePublished":"2026-07-19T17:11:42+00:00","mainEntityOfPage":{"@id":"https:\/\/crosscountrymovingteams.com\/?p=3762"},"wordCount":799,"commentCount":0,"image":{"@id":"https:\/\/crosscountrymovingteams.com\/?p=3762#primaryimage"},"thumbnailUrl":"https:\/\/crosscountrymovingteams.com\/wp-content\/uploads\/2026\/07\/b9b8f439d6a61bdb78358722321bba8c.webp","articleSection":["South Korea"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/crosscountrymovingteams.com\/?p=3762#respond"]}]},{"@type":"WebPage","@id":"https:\/\/crosscountrymovingteams.com\/?p=3762","url":"https:\/\/crosscountrymovingteams.com\/?p=3762","name":"Korea\u2019s AI-heavy market now sets the tone for global stocks - Cross Country Moving Team","isPartOf":{"@id":"https:\/\/crosscountrymovingteams.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/crosscountrymovingteams.com\/?p=3762#primaryimage"},"image":{"@id":"https:\/\/crosscountrymovingteams.com\/?p=3762#primaryimage"},"thumbnailUrl":"https:\/\/crosscountrymovingteams.com\/wp-content\/uploads\/2026\/07\/b9b8f439d6a61bdb78358722321bba8c.webp","datePublished":"2026-07-19T17:11:42+00:00","author":{"@id":"https:\/\/crosscountrymovingteams.com\/#\/schema\/person\/1b8121bfb9a1c55d1fff3fca675fceaa"},"breadcrumb":{"@id":"https:\/\/crosscountrymovingteams.com\/?p=3762#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/crosscountrymovingteams.com\/?p=3762"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/crosscountrymovingteams.com\/?p=3762#primaryimage","url":"https:\/\/crosscountrymovingteams.com\/wp-content\/uploads\/2026\/07\/b9b8f439d6a61bdb78358722321bba8c.webp","contentUrl":"https:\/\/crosscountrymovingteams.com\/wp-content\/uploads\/2026\/07\/b9b8f439d6a61bdb78358722321bba8c.webp","width":1200,"height":600},{"@type":"BreadcrumbList","@id":"https:\/\/crosscountrymovingteams.com\/?p=3762#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/crosscountrymovingteams.com\/"},{"@type":"ListItem","position":2,"name":"Korea\u2019s AI-heavy market now sets the tone for global stocks"}]},{"@type":"WebSite","@id":"https:\/\/crosscountrymovingteams.com\/#website","url":"https:\/\/crosscountrymovingteams.com\/","name":"Cross Country Moving Team","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/crosscountrymovingteams.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/crosscountrymovingteams.com\/#\/schema\/person\/1b8121bfb9a1c55d1fff3fca675fceaa","name":"admin","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/50b1ad2e498f523425ee0a8cc5180a210646db1622662a3d56cc405d3e0c346a?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/50b1ad2e498f523425ee0a8cc5180a210646db1622662a3d56cc405d3e0c346a?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/50b1ad2e498f523425ee0a8cc5180a210646db1622662a3d56cc405d3e0c346a?s=96&d=mm&r=g","caption":"admin"},"sameAs":["http:\/\/crosscountrymovingteams.com"],"url":"https:\/\/crosscountrymovingteams.com\/?author=1"}]}},"_links":{"self":[{"href":"https:\/\/crosscountrymovingteams.com\/index.php?rest_route=\/wp\/v2\/posts\/3762","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/crosscountrymovingteams.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crosscountrymovingteams.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crosscountrymovingteams.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/crosscountrymovingteams.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3762"}],"version-history":[{"count":0,"href":"https:\/\/crosscountrymovingteams.com\/index.php?rest_route=\/wp\/v2\/posts\/3762\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crosscountrymovingteams.com\/index.php?rest_route=\/wp\/v2\/media\/3761"}],"wp:attachment":[{"href":"https:\/\/crosscountrymovingteams.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3762"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crosscountrymovingteams.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3762"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crosscountrymovingteams.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3762"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}