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Services matter more in the AI era, but regulation isn't enough (KOR)
Semiconductor-led gains mask weak service productivity, leaving Korea’s AI-era competitiveness constrained by regulation and underinvestment.
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AI bull market calls for a rethink of diversification (KOR)
As AI heavyweights prop up U.S. and Korean indexes, investors should diversify by earnings drivers, not simply by stock count.
-
Services matter more in the AI era, but regulation isn't enough
Semiconductor-led gains mask weak service productivity, leaving Korea’s AI-era competitiveness constrained by regulation and underinvestment.
-
AI bull market calls for a rethink of diversification
As AI heavyweights prop up U.S. and Korean indexes, investors should diversify by earnings drivers, not simply by stock count.