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🌐 Coverage Markets — Detail
🇺🇸 United States
Mega-caps and AI leaders driving the index this cycle: NVIDIA · Apple · Microsoft · Tesla. Watch the AI compute capex theme + datacenter buildout.
🇸🇦 Saudi Arabia (Tadawul)
Vision 2030 plays — Saudi Aramco (oil supply discipline + dividend yield), Al Rajhi Bank (Sharia-compliant retail banking leader). Tadawul All Share Index (TASI) tracks the broader market.
🇦🇪 United Arab Emirates
Dubai Financial Market General Index · ADX General Index — petro-state diversification, tourism + real estate plays.
🇹🇼 Taiwan (TAIEX)
Semiconductor super-cycle: TSMC (leading-edge foundry, AI accelerator orders) · Hon Hai (Foxconn EMS, AI server assembly) · Quanta Computer (server ODM).
🇮🇳 India
NIFTY 50 · BSE Sensex — consumption + IT services + manufacturing PLI scheme localizing semi production.
🇯🇵 Japan / 🇰🇷 Korea
Nikkei 225 (corporate governance reform driving multiples) · KOSPI (semi + EV battery — Samsung / SK Hynix / LG Energy).
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