The iShares MSCI South Korea ETF (EWY) is rated Strong Buy, supported by a structural AI memory supercycle and corporate reforms in South Korea. The ETF offers focused exposure to major tech companies like SK Hynix and Samsung Electronics, benefiting from rising DRAM and NAND prices and strong earnings growth. South Korea's Value-Up reforms and dividend tax cuts are reducing the market discount, encouraging multiple expansions and better capital returns. Risks include global trade tensions, potential reductions in AI capital expenditures, and sector concentration, but the ETF's quality holdings and favorable macro trends outweigh these concerns.
SK Hynix, South Korea's second most valuable company, debuted on the Nasdaq on July 10, 2026, with its shares rising about 14% on the first day. This listing allows U.S. investors direct access to the chipmaker, which supplies memory chips to major t...
The iShares MSCI South Korea ETF (EWY) has entered a bear market, largely due to its heavy concentration in Samsung and SK hynix, making it sensitive to AI hardware sector volatility. Despite recent reforms and increased index weight, South Korea's m...
