Last week, investors directed $3.03 billion into the iShares MSCI South Korea ETF to avoid premiums on SK Hynix ADRs, while U.S. large-cap ETFs like SPYM and QQQM also saw strong inflows. Despite a July pullback, the semiconductor sector attracted significant capital, with SOXX and SOXL ETFs gaining billions as investors bet on AI-driven memory shortages. Additionally, new ETFs focused on factor allocation and climate-aligned stocks drew nearly $1 billion each, reflecting diverse investor strategies amid market fluctuations.
Analyst Jack Bowman disagrees with Michael Burry's bullish call on Hong Kong over Korea, viewing Korea's recent selloff as a temporary dip rather than a structural shift. The market reaction was triggered by fears that Chinese AI advancements could h...
Single-country ETFs are gaining attention as they capture localized economic and technological growth, especially in AI infrastructure and commodities. Countries like South Korea and Taiwan lead in AI hardware, while Thailand is emerging as a data ce...
