🚨 Foreign investors dump record $137.4B from Asian equities in H1 2026
Reuters: Net outflows hit $137.36 billion, the fastest six-month exodus since records began in 2010.
BlackRock downgraded emerging-market equities to neutral, citing AI concentration risks in South Korea and Taiwan.
JPMorgan and Goldman Sachs raised financing costs for hedge fund positions in SK Hynix and Samsung Electronics.
South Korea and Taiwan were hit hardest as AI-driven chip gains prompted global funds to cut concentrated positions.
Reuters: Net outflows hit $137.36 billion, the fastest six-month exodus since records began in 2010.
BlackRock downgraded emerging-market equities to neutral, citing AI concentration risks in South Korea and Taiwan.
JPMorgan and Goldman Sachs raised financing costs for hedge fund positions in SK Hynix and Samsung Electronics.
South Korea and Taiwan were hit hardest as AI-driven chip gains prompted global funds to cut concentrated positions.