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The US market and the tech heavy markets in Asia Global equity markets recovered in August 2026, although market volatility remained elevated following July's sharp correction in AI-related stocks. Investor sentiment improved during the month, supported by resilient corporate earnings and a rebound in technology and AI-related

Global equity markets experienced heightened volatility in July 2026, led by a sharp correction in AI-related stocks. Major AI-exposed indices, including the PHLX Semiconductor Index, South Korea's KOSPI, China's ChiNext Index, and the STAR50 Index, declined between 21% and 29% during the month as investors took profit

Despite positive demand and supply dynamic in the semiconductor industry on the back of strong AI capex , risk assets across major markets corrected during the month. North Asia markets, in particular Korea and Taiwan markets, softened as semiconductor stocks saw profit taking. Key AI beneficiaries, including