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Every major market in 2026 so far YTD
The winners tell one story. The losers tell another.
South Korea's Kospi up 86%. Chips, Samsung, SK Hynix, AI memory demand driving everything.
SOX up 72%. The Philadelphia Semiconductor Index. Every chip company on earth. AI capex hitting their order books all year.
TWSE up 50%. Taiwan. TSMC. The world's most important chip factory.
Nikkei up 29%. Japan. Corporate reform. AI boom.
Nasdaq up 13%. America. Nvidia. Meta. Microsoft. AI earnings machine.
Now look at the bottom.
India's Sensex down 10.21%. The worst performing major market in the entire world in 2026.
Oil at $100 draining foreign reserves. AI replacing Indian IT services. PM Modi asking citizens to carpool and work from home.
The best markets in 2026 are all chip and AI infrastructure stories.
The worst market in 2026 is the one most exposed to high oil and AI disruption.