Samsung Electronics Co., Ltd.

SK hynix Inc.

Taiwan Semiconductor Manufacturing Company Limited

Western investment giants are actively buying back shares of Asian beneficiaries of the AI boom after a record drawdown 

AI vs. geopolitics: how the Iran war opened a window for investment in Asia's IT sector

The war in the Middle East triggered a reversal in several strategies that were particularly popular with international investors. After the war began, Asian equity funds experienced the largest outflow of funds in four years, while the stagnant U.S. stock market attracted increased interest. The game against the dollar also unfolded: the U.S. currency regained its safe haven status. How long will this reversal last?

Investors have changed their strategy: they are leaving Asian markets and investing in US assets 

MIRAE ASSET Life Insurance Co., Ltd.

Wall Street hedge fund Amont Partners is betting on SK Hynix

Stocks in Korea after record collapse make highest jump since 2008

Hyundai Motor Company

In the anti-leaders were securities of recent drivers of the Korean market - Samsung, SK Hynix and Hyundai

Panic in Korea's stock market triggered the biggest drop in nearly 20 years

Global funds have withdrawn more than $3 billion from local assets amid a wave of risk avoidance

The best-performing market of the year experienced its strongest sell-off since 2024. Who's down?

Amazon.com, Inc.

Hanwha Aerospace Co., Ltd.

Korea Aerospace Industries, Ltd.

LIG Nex1 Co., Ltd.

Hensoldt AG

BAE Systems plc

Lockheed Martin Corporation

OpenAI admitted that it rushed into a contract with the Pentagon and promised to enshrine a ban on the use of AI for internal surveillance, while Anthropic, after breaking off negotiations with the US Defense Ministry, received a sharp influx of users and opened the "memory" function for the free version. On these and other topics - in our review of key events by the morning of March 3.

Main by morning: gold and defense rise due to escalation in the Middle East

South Korean stock market has moved to the ninth place in the world in terms of capitalization, surpassing France and Germany, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-25/emerging-market-rally-builds-as-korea-tops-france-in-stock-ranks">writes</a>. The market was supported by another rise in shares of Asian IT companies, which also contributed to growth in other emerging markets, the agency notes.

South Korea's stock market outperforms France's - after $2.2 trillion rally

The U.S. Supreme Court's ruling that most of the import duties imposed by U.S. President Donald Trump are <a href="https://oninvest.com/article/verhovnyj-sud-ssa-otmenil-global-nye-posliny-prezidenta-trampa-rynki-rastut">illegal</a> and his response - imposing an additional global levy of 15% - is playing into the hands of emerging markets. They have been on the periphery of international investors' attention for many years, but now their indices are strongly outperforming developed markets.

Emerging market indices outperformed developed markets. Asia and Latin America attract investors 

Tesla, Inc.

Mirae Asset Securities Co., Ltd.

Investors are buying up Mirae Asset shares for access to SpaceX and xAI assets

180% YTD: bet on SpaceX propels Korean brokerage to top of global index

Micron Technology, Inc.

Analysts expect Micron to maintain a memory market share of 20-25%

Samsung shares jump after announcing new memory chips. Why did Micron shares fall?

Samsung quotes could rise 45-50% in 2026, JPMorgan Chase predicts

Samsung's stock made its biggest jump since 2008. What inspired investors?

The South Korean market rally was driven by the success of tech giants and the global AI boom