iShares MSCI South Korea ETF (EWY)
Strength in South Korean stocks and memory chipmakers to continue, says David Riedel
David Riedel of Riedel Research Group remains bullish on South Korean memory chipmakers, which he describes as “the holders of the keys” to continued AI growth. He also explains why South Korean high-voltage equipment manufacturers are his highest-conviction investment call.
Kospi Index on edge as SK Hynix stock jumps after strong Nvidia guidance
The Kospi Index wavered on Thursday after the Bank of Korea (BoK) delivered a second interest rates hike as it battles with the relatively elevated inflation in the country. It also wavered as South Korean technology companies reacted to the strong Nvidia earnings report.
Kospi Index outlook: top catalysts for South Korean stocks this week
The Kospi Index has wavered in the past few days as the volatility in the semiconductor market remained. It was trading at 6,736 points on Monday, much lower than the year-to-date high of 9,387 points.
SK Hynix Shares Jump on Buyback Acceleration: ETFs to Benefit
SK Hynix's massive buyback and strong AI-driven memory demand could provide a fresh catalyst for the stock and ETFs with exposure to the chipmaker.
Kospi Index rebounds as EWY ETF inflows surge, Samsung and SK Hynix lead gains
The Kospi Index and the iShares MSCI South Korea ETF (EWY) rebounded as sentiment in the market improved following the Treasury Department's intervention in the bond market. It jumped by over 6% on Thursday, reaching a high of 6,874 points, while EWY rose to $180.
Kospi Index rebound gains momentum: What's driving it and what happens next
The Kospi Index has rebounded in the past few weeks as investors have moved back to memory companies like Samsung Electronics and SK Hynix and as the US and Iran has war has paused. It jumped to 6,977, up by 31% from its lowest level this month.
KOSPI's 22% rebound has stunned markets: is Korea's brutal chip rout finally over?
South Korea's KOSPI extended one of the sharpest turnarounds in global equities on Friday, briefly reclaiming 7,000 as cooling US inflation encouraged investors to pile back into the chipmakers that drove July's brutal sell-off. The benchmark opened 2.7% higher at 6,995.67 and briefly touched 7,010.86, its first move above 7,000 since July 24.
KOSPI jumps 4% as Samsung, SK Hynix rebound, but one risk still looms
South Korea's KOSPI surged more than 4% on Thursday as investors piled back into Samsung Electronics and SK Hynix, extending a sharp rebound from July's AI-led rout. The benchmark rose 4.4% in morning trade after US inflation data came in as expected, reducing expectations for another Federal Reserve rate increase in September.
South Korea stocks have entered bull market in about a month as AI trade roars back
South Korean stocks rallied on Thursday, pushing the benchmark Kospi into a technical bull market. The rebound in South Korean stocks could have further to run as strength returns to the country's heavyweight memory-chip makers, according to Fundstrat Global Advisors.
KOSPI surges as Asian markets rally after US jobs shock rattles Fed bets
Asian stocks climbed on Monday after a surprisingly weak US jobs report eased fears of an imminent Federal Reserve rate increase, helping risk appetite recover even as oil prices moved higher on renewed uncertainty around the Strait of Hormuz. Japan's Nikkei 225 rose about 2%, South Korea's KOSPI added 1.1% and MSCI's broadest Asia-Pacific gauge outside Japan gained 0.8%.
South Korea's Curbs on ETF Speculation Echo 1873's Panic
Some say that history may not repeat itself, but it often rhymes. Single-stock product launches have exploded in the ETF ecosystem, but South Korea's recent efforts to curb excessive speculation in these funds are producing historical echoes of the Panic of 1873.
South Korea Still Has Investment Appeal: ETFs to Consider
South Korea's AI and semiconductor strength remains compelling despite recent volatility. Here's how investors can play the opportunity with ETFs.
