Hedge Funds Eye South Korea for AI Boom

Supraja

Hedge funds, including Britain's Man Group and Singapore's FengHe Fund Management, are investing in South Korean chipmakers like SK Hynix and Samsung Electronics. 

These investments are driven by a new wave of demand for high-end memory chips and government spending, positioning South Korea as a key player in the AI sector. 

The South Korean government has introduced a 26 trillion won ($19 billion) support package for the chip industry, along with a 'Corporate Value-up Programme' to boost shareholder returns. 

The influx of hedge fund capital has helped South Korea's benchmark KOSPI index achieve its best month in seven months as of June. 

Despite risks such as a depreciating Korean won and short-selling restrictions, South Korea's stocks have attracted strong inflows, marking the biggest since 2008.

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