Taiwan’s Taiex Outperforms South Korea’s Kospi Amid AI Trade Growth
Taiwan’s Taiex index outperformed South Korea’s Kospi by about 23 percentage points last quarter, marking the widest lead since 2000. Earnings upgrades in Taiwan also surpassed Korea’s for the first time since March 2025. Around 40% of fund managers surveyed favored Taiwan due to its stronger AI supply chain links and more robust earnings outlook, compared to 25% for Korea.
HT Business·



