FOMO Korea

The KOSPI has surpassed 7,000 for the first time, fueled by record foreign inflows and AI-driven earnings growth. Goldman Sachs expects a further climb to 8,000 as the market undergoes a structural rerating.

Key Takeaways

• 1.The KOSPI has reached a historic milestone, crossing 7,000 for the first time, following a 6.5% daily surge and massive foreign inflows.
• 2.Korea is transitioning from a structurally discounted market to a structurally rerating one, supported by AI leadership and governance reform.
• 3.Goldman Sachs has raised its 12-month KOSPI target to 8,000, driven by an expected 220% growth in 2026 earnings.

Table of Contents

• Want to stay close to GS Korea content
• Alpha Generation Call Series I Where the Money Moves OPEN TO ALL

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial