Japanese electronics and semiconductor equipment leader
Global markets are adjusting to a new policy-led regime with higher rates and tighter liquidity. Equity leadership is broadening, with growth stocks continuing to outpace defensives, while safe havens underperform. Oil and currency moves reflect evolving geopolitics, with investors rotating into AI-driven opportunities amid a changing macro backdrop.
The AI-driven memory-chip rally has continued this week. SK Hynix and Samsung Electronics have joined trillion-dollar valuations while the broader Kospi shows renewed volatility amid global AI market enthusiasm and new IPO chatter.