It isn't just oil prices. Korean stocks depend as much on global sentiment around artificial intelligence.The country is home to two of the top three memory-chip producers.
Korea (KOSPI/EWY) presents a compelling asymmetric opportunity as the energy shocks and leverage unwind reverse, stabilizing risk assets. Temporary de-escalation in the Iran conflict has eased oil prices, improving Korea's margins, currency, and market sentiment. Korea's core AI supply chain exposure — via companies like Samsung Electronics and SK hynix — positions it to benefit from the unfolding AI Capex cycle.
Bearish signals intensify for EWY as momentum weakens, putting key support zones at risk while a breakdown could open the door to deeper corrective downside.
South Korea's $350B U.S. investment pledge could lift the country's export momentum while boosting key U.S. sectors. Here are some ETFs that may benefit.
South Korea ETFs have been on a remarkable performance hot streak over the last 12 months. According to ETF Database data, South Korea-specific ETFs have all returned more than 140% over the last twelve months.
iShares MSCI South Korea ETF (EWY) hits a new 52-week high as AI-driven semiconductor demand and strong momentum boost Korea-focused equities.
The iShares EWY ETF gives American investors strong exposure to two of the leading global memory-chip makers: Samsung and SK Hynix, which are nearly 50% of the entire portfolio. Both companies are benefiting from a memory-chip shortage that is responsible for a surge in prices for HBM, DDRAM, and NAND memory chips. Much like Taiwan and the huge influx of foreign capital to semiconductor maker TSMC, the surge of capital into South Korea's chip-makers will a spill-over effect on the economy.
Kospi, South Korea's benchmark index, hit an all-time high above 5,600 on Thursday, after gaining about 3.09% in a single trading session. South Korea remains one of Asia's most lucrative markets, with the Kospi surging 79.35% over the past six months and 115.54% over the past year.
iShares MSCI South Korea ETF EWY is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and moved up 169.60% from its 52-week low price of $48.49 per share.
It's quite rare to see a big-name hedge fund picking up shares of an ETF, but whenever it does happen, there may be hints as to where opportunities may lie within a certain corner of the market.
U.S. Trade Representative Jamieson Greer discusses President Donald Trump's decision to raise tariffs on South Korea and a trade agreement between India and the EU on ‘Kudlow.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #kudlow #trump #donaldtrump #tariffs #trade #economy #business #global #southkorea #korea #imports #policy #government #politics #political #politicalnews #international #markets
Trump's threat to raise tariffs on South Korean imports to 25% puts exporters and ETFs like EWY at risk, as investors brace for renewed trade tensions.