Foreign Investors Pull $50B From Asian Equities in October on AI Cash-Burn and Regulation Fears
nordicinst · x · 2026-11-12
Foreign investors withdrew a net $49.8 billion from Asian equities in October — the largest monthly outflow in four months — per LSEG data covering South Korea, Taiwan, India, Indonesia, Thailand, Vietnam and the Philippines.
- Taiwan saw a net $30.7 billion sold, the most since at least January 2008; South Korea lost $14.6 billion.
- Drivers: worries over hyperscaler cash burn and expectations of tighter AI regulation ahead of US midterms; Democratic wins in states opposed to new data centers fueled fears of stricter environmental reviews that could slow data-center construction and chip demand.
- A further $22.6 billion left these markets so far in November. Exness strategist Wael Makarem said the outflows reflect a retreat from AI-linked positions amid doubts about AI infrastructure spending and profitability.
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