Can anything stop South Korea's bull run?

韩国股市狂欢背后

Money Talks from The Economist

2026-05-22

35 分钟
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South Korea's KOSPI stock index has nearly doubled this year alone. The wild bull run has been driven by two companies: Samsung Electronics and SK Hynix. This has prompted big questions about how to spread the benefits of the boom and led to threats of strikes. So how long can the rally last? Guests and hosts: Timothy Moe, chief regional equity strategist for Asia Pacific at Goldman SachsHyok Jung Kim, associate research fellow at the Korea Institute for International Economic PolicyAlice Fulwood, co-host of “Money Talks”Ethan Wu, co-host of “Money Talks” Topics covered: South KoreaAIMemory chips Transcripts of our podcasts are available via economist.com/podcasts. Listen to what matters most, from global politics and business to science and technology—subscribe to Economist Podcasts+.
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  • The Economist.

  • Well many are watching the likes of Nvidia, Apple, and other tech giants in the US,

  • something very unusual indeed is happening in South Korea.

  • We're seeing record gains on the South Korean Kospi index which has passed the 7000 point mark.

  • The Kospi has nearly doubled since the start of this year alone.

  • This huge rally has been led by two makers of advanced memory chips, SK Hynix and Samsung Electronics.

  • We're following Samsung, it's now reached a $1 trillion market evaluation

  • after booming demand for chips used in AI.

  • So the world's largest memory maker more than quadrupled over the past year.

  • But this surge is also bringing threats of strikes

  • and big questions about how to spread the benefits of the AI boom.

  • South Korea's presidential policy office has floated the idea of a national dividend,

  • basically redirect the AI semiconductor windfall profits into youth startup funds,

  • support rural basic income and stronger pensions.

  • So, could South Korea's bull run be about to run out?

  • You're listening to Money Talks from The Economist.

  • Our weekly podcast on the markets, the economy and the world of business.

  • In Singapore, I'm Ethan Wu.

  • In Washington DC, I'm Alice Fulwood.

  • And in today's show: Boom time in South Korea.