S5/10Economic

Big tech gives South Korea, Taiwan the edge over India

South Korea and Taiwan's equity markets are outperforming India, driven by a few tech giants like TSMC and Samsung. While Taiwan's market cap grew 54% and South Korea's 81%, India's market cap has shrunk 7% amid significant FPI outflows. India's market boasts a much larger number of actively traded stocks compared to its peers.

29 May 2026, 00:05 UTCSource: Economic Times

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⚠️ This is a probabilistic forecast, not a guarantee. Accuracy is measured only on resolved scenarios; monitor confirmation indicators below.
A
Escalation34% model probability

Confirmation indicators

  • Significant increase in foreign direct investment (FDI) into South Korea and Taiwan within the next 30 days, accompanied by a surge in tech company valuations exceeding those of India.
Horizon: 60–90 days
B
Status quo48% model probability

Confirmation indicators

  • Significant increase in foreign direct investment (FDI) into South Korea and Taiwan within the next 30 days, accompanied by a surge in tech company valuations exceeding those of India.
Horizon: 60–90 days
C
De-escalation18% model probability

Confirmation indicators

  • Significant increase in foreign direct investment (FDI) into South Korea and Taiwan within the next 30 days, accompanied by a surge in tech company valuations exceeding those of India.
Horizon: 60–90 days