Debt and Risky Bets Fuel South Korea and Taiwan's AI Stock Boom

Markets in Taiwan and South Korea have posted historic rallies on an AI-led boom, but the move is framed as increasingly reliant on borrowed money and risk-taking. The article implies elevated downside risk if leverage unwinds, even as momentum remains strong in the near term.

Analysis

Markets in Taiwan and South Korea have posted historic rallies on an AI-led boom, but the move is framed as increasingly reliant on borrowed money and risk-taking. The article implies elevated downside risk if leverage unwinds, even as momentum remains strong in the near term.