- The Kospi index of South Korea has surpassed 5000 points, reflecting a significant revaluation of the economy as it shifts from a cyclical exporter to a key player in the global AI supply chain.
- Major investments in AI data centers and improvements in power infrastructure are emerging as critical elements, driven by both market demand and government policy support.
- Morgan Stanley emphasizes that the expansion of AI services and related infrastructure signifies a long-term reinvestment cycle, positioning South Korea as a leader in AI capabilities.
