--- title: Syz The Moment | Asia description: Asia | Syz The Moment --- [![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr) ## **Thinking** out loud [Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en) [![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2) - [OUR SERVICES](https://www.syzgroup.com/en/private-banking) - [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz) - [CAREERS](https://www.syzgroup.com/en/careers) - [PRESS](https://www.syzgroup.com/en/news) - [Blog Homepage](https://blog.syzgroup.com) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [CONTACT](https://www.syzgroup.com/en/contact-us/form) - [ENGLISH](https://www.syzgroup.com/) - [FRANÇAIS](https://www.syzgroup.com/fr) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Our Services](https://www.syzgroup.com/en/private-banking) - [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz) - [Careers](https://www.syzgroup.com/en/careers) - [Press](https://www.syzgroup.com/en/news) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [English](https://www.syzgroup.com/) - [Français](https://www.syzgroup.com/fr) ## **Sign-up** for our newsletter This website uses cookies to enhance user navigation and to collect statistical data. You can change your settings below to refuse the use of cookies. For more information, please refer to the [Cookies policy](https://www.syzgroup.com/en/legal-notices). Mandatory cookies Functional cookies Statistics & marketing I confirm I am not a US citizen residing in the US I confirm I am not accessing this site from the US I confirm that I am not a resident of Canada (except for Ontario, Quebec, British Columbia or Alberta). Agree and confirm ### Restricted access We are sorry that for legal reasons we are not able to help US citizens or Canadian residents other than in Ontario, Quebec, or Alberta. Best wishes for the future… ### Restricted access We are sorry that for legal reasons we are not able to help US citizens or Canadian residents other than in Ontario, Quebec, or Alberta. Best wishes for the future… You chose the following profile. If you made a mistake, please change here USA Country Switzerland Canada: Other than Ontario, Quebec, Alberta Canada: Ontario, Quebec or Alberta USA Other country Language Language English French German Italian I confirm Legal information This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 20 Oct 2026 - - - #### MASSIVE WIPEOUT IN KOREAN MARKETS Over ₩1,118 TRILLION ($745 BILLION) wiped out from South Korean stocks as the KOSPI crashes -22% in just 2 weeks. Samsung and SK Hynix, which together account for 50% of the index, have crashed -25% and -34%. South Korea's KOSPI falls -4% today, erasing almost all of yesterday's gains. Source: Bull Theory on X [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) ![MASSIVE WIPEOUT IN KOREAN MARKETS](https://blog.syzgroup.com/hubfs/1792494908347.jpg) ![MASSIVE WIPEOUT IN KOREAN MARKETS](https://blog.syzgroup.com/hubfs/1792494908347.jpg) 16 Oct 2026 - - - #### Indonesian stocks plunge -12%, the most since the Asian Financial Crisis in the late 1990s. MSCI weighs removing Indonesia from its global benchmarks, says it no longer merits EM status Source: David Ingles, Bloomberg [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) ![Indonesian stocks plunge -12%, the most since the Asian Financial Crisis in the late 1990s.](https://blog.syzgroup.com/hubfs/1792124187968.jpg) ![Indonesian stocks plunge -12%, the most since the Asian Financial Crisis in the late 1990s.](https://blog.syzgroup.com/hubfs/1792124187968.jpg) 13 Oct 2026 - - - #### The gap between KOSPI and Taiwan has become extreme. Korea is essentially a leveraged bet on the memory cycle, while Taiwan is dominated by TSMC and the advanced semiconductor manufacturing ecosystem. The market is increasingly questioning the sustainability of memory profits, while continuing to reward the structural AI infrastructure story. The bigger question is whether Korea is simply experiencing a memory-specific earnings reset, or whether it is the first market to recognize that the economics of the AI boom are becoming more complicated. Two markets. One AI boom. Very different messages. Source: TME, LSEG [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) ![The gap between KOSPI and Taiwan has become extreme.](https://blog.syzgroup.com/hubfs/1791842100751.jpg) ![The gap between KOSPI and Taiwan has become extreme.](https://blog.syzgroup.com/hubfs/1791842100751.jpg) 13 Oct 2026 - - - #### BLOODBATH in Asian Markets Almost $600 BILLION wiped out from Asian stock markets amid a massive sell-off in semiconductor and technology stocks. Here's why Asian markets are falling: 1. A tech sell-off on US markets triggers a broader decline across Asia after the US semiconductor index fell -2.7%. 2. Chinese chipmaker CXMT's progress in developing a new memory architecture raises fears of increased competition for global memory chipmakers. 3. Broadcom CEO Hock Tan warns AI investing has become like a casino, fueling fears that the AI rally has gone too far. 4. Investors are questioning whether massive AI spending can deliver sustainable profits as rising bond yields add pressure to tech valuations. Source: Bull Theory [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) ![BLOODBATH in Asian Markets](https://blog.syzgroup.com/hubfs/1791870017618.jpg) ![BLOODBATH in Asian Markets](https://blog.syzgroup.com/hubfs/1791870017618.jpg) 23 Sep 2026 - - - #### Despite rising yields, Japan’s net interest payments as a share of GDP are projected to remain among the lowest in the OECD in 2027. Source: Japan Economy Watch (The Daily Shot) [#Fixed Income|](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) [#Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) ![Despite rising yields, Japan’s net interest payments as a share of GDP are projected to remain among the lowest in the OECD in 2027.](https://blog.syzgroup.com/hubfs/1790090257735.jpg) ![Despite rising yields, Japan’s net interest payments as a share of GDP are projected to remain among the lowest in the OECD in 2027.](https://blog.syzgroup.com/hubfs/1790090257735.jpg) 9 Sep 2026 - - - #### Japan projected to pay an all-time high 16.59 Trillion Yen ($108 Billion USD) in debt interest next year Source: FT, Barchart [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) ![Japan projected to pay an all-time high 16.59 Trillion Yen ($108 Billion USD) in debt interest next year](https://blog.syzgroup.com/hubfs/1788897750350.jpg) ![Japan projected to pay an all-time high 16.59 Trillion Yen ($108 Billion USD) in debt interest next year](https://blog.syzgroup.com/hubfs/1788897750350.jpg) 9 Sep 2026 - - - #### Short positions on the Japanese Yen remain near the largest in history Source: Bloomberg, Barchart [#Forex|](https://blog.syzgroup.com/syz-the-moment/tag/forex) [#Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) ![Short positions on the Japanese Yen remain near the largest in history](https://blog.syzgroup.com/hubfs/1788935020396.jpg) ![Short positions on the Japanese Yen remain near the largest in history](https://blog.syzgroup.com/hubfs/1788935020396.jpg) 7 Sep 2026 - - - #### Japan dumped $88 Billion of foreign securities last month, their largest such sale in history Source: Bloomberg, Barchart [#Central banks|](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) [#Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) ![Japan dumped $88 Billion of foreign securities last month, their largest such sale in history](https://blog.syzgroup.com/hubfs/1788758944677.jpg) ![Japan dumped $88 Billion of foreign securities last month, their largest such sale in history](https://blog.syzgroup.com/hubfs/1788758944677.jpg) [1](https://blog.syzgroup.com/syz-the-moment/tag/asia/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/asia/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/asia/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/asia/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/asia/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/asia/page/2) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/55?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. Follow us ## **Thinking** out loud - - - - ## **Investing** with intelligence Our latest research, commentary and market outlooks #### [Weekly Market Update](https://blog.syzgroup.com/fast-food-for-thoughts/tag/weekly-market-update?hsLang=en) #### [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus?hsLang=en) #### [Asset Allocation Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights?hsLang=en) #### [Semi-annual Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/semi-annual-outlook?hsLang=en) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [Terms & conditions](https://www.syzgroup.com/sites/default/files/document/2021-12/001-2_en-general_terms_and_conditions_w.pdf) - [Data protection notice](https://www.syzgroup.com/en/data-protection-notice) - [Cookies policy](https://www.syzgroup.com/en/legal-notices) - [Syzgroup.com](https://www.syzgroup.com/)