South Korean stocks are seeing a shift from optimism to caution as investors trim positions and add protection. While chip giants Samsung Electronics and SK Hynix powered a significant rally, concerns about the market running too hot are leading to a more selective approach and a search for opportunities lower down the AI supply chain.
Largecaps look better as smallcaps price in strong growth: Franklin Templeton’s Arihant Jain
Largecap stocks offer a better risk-reward balance than mid- and small-caps as higher growth expectations are already priced into smaller companies, according to Arihant Jain
September 6, 2026