Thanks to the AI boom, stock markets in Taiwan and South Korea have seen historic rallies this year. But as retail investors pile in, often using borrowed money, concerns are growing over whether this momentum is sustainable. On today’s Big Take Asia podcast, guest host Rebecca Choong Wilkins speaks with Bloomberg’s Asian markets reporter Charlotte Yang and Bloomberg Opinion’s Shuli Ren about the risks of betting on AI and how potential fallout could ripple beyond the region. Read more: Taiwanese Go Deep Into Debt to Amp 100% Stock Rally Play Micron, Hynix and Samsung ETFs at Your Peril Hosted by Rebecca Choong Wilkins; Produced by Naomi Ng; Reported by Charlotte Yang, Shuli Ren, Chien-Hua Wan; Edited by Paddy Hirsch, Jiyeun Lee, Julia Weaver. Fact-checking by Victor Swezey; Engineering by Taka Yasuzawa. Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer. See omnystudio.com/listener for privacy information.

Asia’s AI Stock Frenzy Is a Warning Sign for Global Markets

Big Take Asia

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Bloomberg Audio Studios. Podcasts, radio. Stock markets in South Korea and Taiwan have been on a wild ride lately. Record highs, sharp drops and dramatic swings in between. Taiwan overtakes India as the fifth largest stock market in the world. The KOSPI about a month ago was down 8% two days in a row and then up 8% on the third day and then rallied to new highs. It's especially been a rollercoaster week for the KOSPI in South Korea.

There's been plenty of volatility. But if you zoom out, the bigger picture tells another story. Korea's KOSPI index has nearly tripled over the past year and Taiwan's Thai Yaks has more than doubled. That kind of gains makes the U.S. market look like it's a standstill. Charlotte Yang covers Asian markets for Bloomberg. She says the rally comes down to one thing, AI.

Asia’s AI Stock Frenzy Is a Warning Sign for Global Markets

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Asia’s AI Stock Frenzy Is a Warning Sign for Global Markets

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.