Korean Equities: Macro Recovery, Reform And AI
Korean equities gained momentum in 2025 due to a rebound in economic growth driven by strong semiconductor exports, with corporate governance reforms and leadership in AI hardware bolstering long-term investment appeal despite short-term market volatility.
- ▪Korea's economic growth rebounded in 2025, primarily fueled by a recovery in semiconductor exports.
- ▪Korean equities showed resilience after a March selloff, underlining solid underlying fundamentals.
- ▪Ongoing corporate governance reforms are enhancing investor confidence in South Korea's market.
- ▪South Korea is emerging as a leader in AI hardware development, supporting sector-specific growth.
- ▪ETFs such as EWY, FLKR, and KORU provide exposure to South Korean equity performance.
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