iShares MSCI South Korea ETF

EWY

Market cap $5.98B

South Korea's stock market is going gangbusters this year. The Korea Composite Stock Price Index, or Kospi, is up 48% year to date.

The iShares MSCI South Korea ETF offers geographic diversification and significant AI exposure through large holdings in Samsung and SK hynix. EWY benefits from South Korea's export-oriented economy and leading memory chipmakers, though demographic challenges and global trade risks remain concerns. With a low portfolio P/E ratio, EWY is attractively valued compared to U.S. peers, despite moderate fees.

Korean stocks stand a lot more to gain from global markets' artificial intelligence mania than they do to lose from the Trump administration's tariffs.

U.S. Secretary of Commerce Howard Lutnick discusses where trade negotiations stand with South Korea.

South Korea managed to avoid a technical recession recently, which could keep bullish winds in the sails of South Korea ETFs. These include the Direxion Daily South Korea Bull 3X Shares (KORU).

'The Big Money Show' previews President Donald Trump's meeting with South Korean President Lee Jae-myung as they discuss a potential deal and analyze market reaction. #foxbusiness #usnews #southkorea #tradedeal

It's the new president's tax proposals that upset the market, not the 15% U.S. tariffs

South Korea's exports rose for the second straight month in July, beating market expectations on strong chip demand and shipments being moved forward ahead of higher U.S. tariffs, which are expected to weigh in the second half of the year.

General Motors is a big beneficiary of lower import tariffs on South Korea. The U.S. auto maker builds cars there.

This is a developing story. Check back for updates.