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#AI trade

Browsing posts matching the tag #ai-trade

Jul 13, 2026 • 4 min read

Is the AI Trade Over? What Korea's Bear Market Really Tells Us

Korea's Kospi crashed 25% from its peak, reviving fears that the AI trade is over. Here's what the evidence — and the experts — actually say about whether the AI boom is ending or just rotating.

Aby Varghese

Jul 13, 2026 • 4 min read

Why the Kospi Crashed 25% From Its Peak — And What It Means for the Global AI Trade

The Kospi has plunged 25% from its June peak into a bear market, driven not by weak earnings but by crowded AI positioning, index concentration, and leveraged ETFs — here's what's really going on.

Aby Varghese