Goldman Has Been 'Very Bullish' on South Korean Stocks

The video discusses the strong performance of South Korea's market, highlighting its entry into a bull market. The investment thesis is based on suppressed valuations and expected recovery in the semiconductor sector. The video also covers the potential impact of AI on tech-heavy indices in Korea and Taiwan, noting significant gains in AI-related stocks.

What is the primary reason for the bullish outlook on the South Korean market?

• Increase in interest rates

• High foreign investor positioning

• Suppressed valuation levels and expected recovery in the semiconductor sector

• Decline in global semiconductor demand

What could be a potential catalyst for further improvement in the South Korean market?

• Rise in inflation rates

• Korea being added to MSCI's watch list for an upgrade to developed market status

• Decrease in global oil prices

• Increase in local investor participation

How has the AI theme influenced the South Korean and Taiwanese markets?

• It has had no significant impact

• It has caused a decline in semiconductor demand

• It has led to a decrease in tech stock prices

• It has incrementally helped tech-heavy indices

Which South Korean companies are mentioned as being influenced by the AI theme?

• Naver and Kakao

• Kia Motors and POSCO

• SK Hynix and Samsung Electronics

• Hyundai and LG Electronics

What is the year-to-date increase in AI-related stocks in Korea?

• 10%

• 35%

• 50%

• 20%