iShares MSCI South Korea ETF

EWY

Market cap $6.9B

South Korea's central bank maintained its policy rate at 2.50% for the fourth consecutive meeting, staying on the sidelines as it raised its growth and inflation forecasts.

The U.S. and South Korea released details of a trade agreement on Friday that includes a $150 billion Korean investment in the American shipbuilding sector and an additional $200 billion earmarked for industrial sectors, the two countries said.

What doesn't kill your ETF apparently makes it stronger.

Korean stocks are on fire this year, driven by AI gains and market reforms. Foreign investors are now net buyers of Korean stocks.

Following are some of the details released by South Korea's chief policy adviser Kim Yong-beom, shortly after U.S. President Donald Trump said the two nations had reached a trade deal. Washington has not confirmed the details of the agreement.

The U.S. and South Korea agreed to a trade deal Wednesday following months of negotiations that will lower tariffs placed against the longtime Asian ally in exchange for hundreds of billions of dollars in investments toward the U.S.

Following are some of the details released by South Korea's chief policy advisor Kim Yong-beom, shortly after U.S. President Donald Trump said the two nations had reached a trade deal. Washington has not confirmed the details of the agreement.

Gross domestic product rose 1.2% in the July-September period from the previous quarter, driven by government stimulus and exports' resilience despite tariff headwinds.

A weakening greenback is being compounded by global de-dollarization and lower interest rates, creating an environment for emerging markets (EM) ETFs to prosper. In turn, more investors are flocking into EM equities, but for more targeted exposure, South Korea could present an intriguing alternative.

ETFs like BITI, EWY, XSD, AMDW, and CNRG have fared well last week on AI momentum, trade optimism and clean energy revival.