Executive Summary
- Despite escalating uncertainties in the Middle East, stock markets in Tokyo and Seoul have reached record-breaking levels driven by the insatiable global demand for AI-related hardware. Investors are increasingly decoupling tech-sector growth from regional geopolitical risks, prioritizing the long-term structural shift toward artificial intelligence infrastructure.
Strategic Deep-Dive
As of April 2026, the global financial landscape is witnessing a remarkable divergence between traditional geopolitical risk assessment and equity market performance. Historically, tensions in the M
