Market Review June 2026
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
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Market Review May 2026
Risk assets from most major markets recovered strongly despite considerable geopolitical turbulence in the Middle East region. Latest quarter corporate earnings announcement drove investors risk appetite. Both technology and financial sector earnings were strong. The World Index gained 4.37% in May. The MSCI Far East Ex. Japan