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 potential catalyst could lead to further improvement in Korean equity levels?

How has the AI theme impacted stocks in Korea and Taiwan?