The AI boom is not ending. It is moving down the supply chain: Geopolitics makes the AI boom longer and dearer

South Korea's stock market has fallen some 40% even though analysts expect earnings to rise by more than 400%, leaving a price-earnings ratio of just four. That is the textbook signal of a cyclical top. Yet order books, export volumes and Chinese factory profits tell a different story. Which of them is reading the AI boom correctly?

Subscribers only. Log in to read the full article, if your account has an active subscription to Articles.

← Back to Articles

Name	Purpose	Duration	Category
session	Keeps you logged in	Browser session, or 12 months with "remember me"	Necessary
iv_consent	Remembers your cookie choice	12 months	Necessary