World's best-performing stock market of 2026 is the worst-performing in March

Cheap energy throughout 2025 and an AI-driven surge in memory-chip returns supported Korea's economy, but both drivers are now fading quickly. The deterioration raises downside risk to Korean GDP growth and to earnings for memory-chip makers, potentially pressuring KOSPI and semiconductor sector stocks.

Analysis

Cheap energy throughout 2025 and an AI-driven surge in memory-chip returns supported Korea's economy, but both drivers are now fading quickly. The deterioration raises downside risk to Korean GDP growth and to earnings for memory-chip makers, potentially pressuring KOSPI and semiconductor sector stocks.