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At Close: Jun 03, 2026
5 Seeking Alpha analysts discuss current market trends and give some portfolio advice. Highlighting the versatility of single country ETFs and playing defense within the tech sector.
iShares MSCI South Korea ETF provides exposure to Korean markets, with a focus on semiconductors dominated by Samsung. DRAM prices are increasing, benefiting Samsung and SK Hynix, even though we are w
FLKR: Korea Could Be This Year's Sleeper Hit As 'Value Up' Catalyst Looms

Asia-Pacific Is Not Just China

12:30pm, Friday, 09'th Feb 2024
While the China macro story of ongoing transition is a headwind to the rest of Asia, there is more to the region's economic health than this.

EWY: Play The 'Japan 2.0' Theme Via Korea

07:12am, Tuesday, 06'th Feb 2024
Korea's plan to apply the Japanese playbook has received a rather lukewarm market response so far. Even after last year's rally, Korean large-cap valuations remain inexpensive. Ahead of a potentially

5 Top-Performing ETFs of Last Week

09:01am, Monday, 05'th Feb 2024
Wall Street wrapped up last week on a positive note, thanks to a combination of strong earnings reports from major tech companies and a better-than-expected jobs report.

Following Goldman Sachs? Bet on South Korea ETFs

10:33am, Wednesday, 29'th Nov 2023
Goldman Sachs is bullish on South Korea. The research house believes that the market will offer the highest earnings growth next year.
EWY is a popular way to play South Korean equities, but we pick out a few structural flaws in relation to its next biggest peer - FLKR. Korean macros are convalescing well, and the recent pick-up in e
A U.S.-listed exchange-traded fund that tracks the South Korean stock market is surging toward its best day since April — and potentially its best since 2020 — after South Korean financial regulat

South Korea's Exports Rebound In October 2023

12:04am, Saturday, 04'th Nov 2023
South Korea's exports to mainland China have remained weak during 2023, recording a decline of 9.5% y/y in October. According to latest trade data from South Korea's Ministry of Trade, Industry and En
Korean large caps have outperformed their Asian counterparts this year on the back of tech-driven tailwinds. With generative AI investments showing no sign of slowing down, the iShares MSCI South Kore

Korean Activity Data Point To A Cloudy Q3

08:00am, Friday, 01'st Sep 2023
According to recent industrial production, exports, and survey data, domestic demand will slow further, while a mediocre recovery is expected for exports. Government support to boost domestic demand w
We believe that Korea's economy bottomed out in the fourth quarter of last year. However, the recovery will be quite shallow going forward, so GDP growth will remain below potential levels. We forecas

EWY: Layers Of Concern

11:19pm, Sunday, 25'th Jun 2023
EWY: Layers Of Concern

Following Morgan Stanley? Tap These ETFs

03:23pm, Thursday, 08'th Jun 2023
Morgan Stanley is bullish on equities in Japan, Taiwan and South Korea and suggest an overweight position in developed-market government bonds, including long-dated Treasuries, and the dollar.
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