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Invesco Asia-Pacific global markets strategist Zhao Yaoting said Asian tech stocks move closely with the US semiconductor cycle due to shared supply chains and similar investor positioning, increasing regional sensitivity to shocks. He warned a highly concentrated AI investment narrative magnifies volatility, so company-specific misses or demand/supply disruptions produce outsized market moves. Zhao said Korea’s market is not excessively stretched: the MSCI Korea five‑year average P/E is about 10.5x and has fallen to below 7x, while Korean tech firms are reporting record profits. He added that near‑limitless demand from hyperscale cloud providers underpins a constructive outlook for tech hardware; global deployment of scalable cloud and AI compute data centers remains early and is accelerating, leaving room for further AI-driven growth. Zhao described the recent pullback as a healthy, cyclical rebalancing after some expectations may have been priced in.

South Korean financial authorities held an emergency meeting with domestic and foreign bank officials as the won weakened sharply against the dollar, seeking cooperation to stabilize the FX market and warning of a tough crackdown on speculative trading and market disruption. The Financial Services Commission said on the 8th that Secretary‑General Shin Jin‑chang chaired the meeting, attended by the Ministry of Economy and Finance, the Financial Supervisory Service, the Bank of Korea and major banks; authorities flagged offshore non‑deliverable forwards (NDFs) as a potential source of concentrated volatility and will monitor trends and study measures to channel offshore activity onshore. The BOK and FSS will review transactions for speculative or disruptive behavior exploiting won weakness and said they will take strict measures if warranted.