Overview

• South Korea’s KOSPI notched fresh all-time highs through Tuesday on a chip-and-AI surge tied to Nvidia’s planned OpenAI investment and reports about Samsung’s HBM progress.
• Foreign and institutional buyers supported Seoul’s gains even as retail investors were heavy net sellers during the advance, highlighting fragile market internals.
• On Wednesday morning, the KOSPI fell about 1.15% intraday after Fed Chair Jerome Powell said U.S. equities look highly valued and the path to rate cuts is uncertain.
• Pakistan’s KSE-100 dropped about 483 points on Monday on profit-taking and futures rollover pressures before stabilizing the next session.
• The PSX recovered Tuesday to 157,945, up roughly 390 points, with investors watching an IMF review set for Sept. 25–Oct. 8 and assessing corporate updates including OGDC’s earnings.