Asia’s AI Stock Frenzy Is a Warning Sign for Global Markets

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Издатель Jul 1, 2026

Thanks to the AI boom, stock markets in Taiwan and South Korea have seen historic rallies this year. But as retail investors pile in, often using borrowed money, concerns are growing over whether this momentum is sustainable.
On today’s Big Take Asia podcast, guest host Rebecca Choong Wilkins speaks with Bloomberg’s Asian markets reporter Charlotte Yang and Bloomberg Opinion’s Shuli Ren about the risks of betting on AI and how potential fallout could ripple beyond the region.
Read more: Taiwanese Go Deep Into Debt to Amp 100% Stock Rally (https://www.bloomberg.com/news/articles/2026-06-23/tsmc-fueled-ai-frenzy-makes-taiwan-capital-of-leveraged-stock-bets)
Play Micron, Hynix and Samsung ETFs at Your Peril (https://www.bloomberg.com/opinion/articles/2026-06-24/play-micron-hynix-and-samsung-etfs-at-your-peril?srnd=undefined)
Hosted by Rebecca Choong Wilkins; Produced by Naomi Ng; Reported by Charlotte Yang, Shuli Ren, Chien-Hua Wan; Edited by Paddy Hirsch, Jiyeun Lee, Julia Weaver.
Fact-checking by Victor Swezey; Engineering by Taka Yasuzawa.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.

Listen to more Big Take: Asia: https://www.youtube.com/playlist?list=PLe4PRejZgr0O8J82crIZ_ya_KfZXMVyY-

A deep dive into understanding Asia and how it impacts the global economy and world of business.

Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region.

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