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The Kospi index is the leading indicator for the global AI trade — and Goldman just slashed its forecast by 25%

Katherine Langford
Editor-in-Chief · Monday, October 26, 2026 at 10:43 AM · 1 min read
The Kospi index is the leading indicator for the global AI trade — and Goldman just slashed its forecast by 25% — MarketWatch, Bangkok Technology news
Image: MarketWatch

A reduction in the growth multiple that investors are prepared to pay for AI stocks and a rise in volatility has forced Goldman strategist Tim Moe to take an axe to his Korean market target.

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