H1 digest: West Asia shock leaves first half of FY27 on a cliffhanger

The West Asia war, now in its seventh month, has shaped domestic markets from April to September (H1) this fiscal year. At the same time, the lack of AI-led investment opportunities diverted foreign capital towards East Asian emerging markets such as South Korea and Taiwan.The West Asia war, now in its seventh month, has shaped domestic markets from April to September (H1) this fiscal year. At the same time, the lack of AI-led investment opportunities diverted foreign capital towards East Asian emerging markets such as South Korea and Taiwan.