The Sustainability of South Korea’s AI-Fuelled Boom

South Korea’s exports surged 71% in June, the strongest growth in nearly five decades, driven by a near 200% jump in semiconductor shipments as global AI investment accelerates. Brian Arcese, a portfolio manager at Foord Asset Management, shares his insights into South Korea’s growth outlook, policy risks, and where opportunities still exist in the market.Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.