(https://www.marketwatch.com/story/the-hottest-stock-market-in-the-world-has-doubled-this-year-now-goldman-sachs-sees-another-40-gain-from-here-bb6c49c7) in Korean and Taiwanese benchmarks, but here's what I'm not hearing: whether that 40% requires earnings growth or just *more* multiple compression. Korean indices have doubled YTD on earnings beats, sure—but the 10-year yield is sitting at 4.46%, which means cost of capital just got real.

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