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Story summary
- June 22, 2026, AI-linked stocks lifted Korea’s KOSPI 2% and Taiwan’s index 3% to 47,871.190.
- Thomas Poullaouec warned rally sent MSCI Emerging Markets Asia index to a record, with tech exposure rising from 24% to 42% and the two markets about 60% of it.
- He said Taiwanese and South Korean equities exceed 50% of index, from under 30% in 2024, while EM equities outperformed markets 72% to 41% two years.
