iShares MSCI South Korea ETF

EWY tracks a market cap-weighted index of large- and mid-cap Korean firms.

Franklin FTSE Taiwan ETF

JPMorgan Active China ETF

From 2024's low in mid-January to its high in mid-April, the MSCI Emerging Markets Index gained more than 10%, providing investors with some of the emerging markets best returns in the past few years and giving investors a reason to buy emerging markets ETFs for the first time in a long while.  The index represents 24 emerging markets countries, accounting for 85% of each country's free float-adjusted market capitalization.

The 3 Best ETFs to Ride the Emerging Markets Recovery Wave

AeroVironment

Brown & Brown

Datadog

iShares MSCI Taiwan ETF

iShares MSCI Mexico ETF

Fidelity Wise Origin Bitcoin Fund

General Dynamics

SPDR Gold Trust

Barrick Gold

iShares Gold Trust

iShares Bitcoin Trust

Kinsale Capital Group

Lockheed Martin

Microsoft

Northrop Grumman

ServiceNow

Simplify Health Care ETF

Palantir Technologies

Invesco QQQ

Raytheon Technologies

Snowflake

SPDR S&P 500 ETF Trust

Texas Pacific Land Trust

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.

Roundtable Discussion On Gold, Tech, Bitcoin, Country ETFs And Ignored Stocks

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 worried about the ongoing glut in semiconductors and general demand. Hawkish policies benefit financials right now, and strong exports due to a still weak Won benefit consumer discretionary exposures like automotive.

EWY: Won Should Improve, Hawkishness Helps Financials

iShares MSCI All Country Asia ex Japan ETF

SmartETFs Asia Pacific Dividend Builder ETF

iShares Asia 50 ETF

Global X FTSE Southeast Asia ETF

JPMorgan BetaBuilders Developed Asia EX-Japan ETF

JPMorgan BetaBuilders Japan ETF

Xtrackers MSCI Japan Hedged Equity ETF

WisdomTree Japan SmallCap Dividend Fund

iShares Asia/Pacific Dividend ETF

WisdomTree Japan Hedged Equity Fund

WisdomTree Japan Hedged SmallCap Equity Fund

iShares MSCI Emerging Markets Asia ETF

iShares MSCI Philippines ETF

iShares MSCI Pacific ex-Japan ETF

iShares MSCI Australia ETF

iShares MSCI Japan ETF

iShares MSCI Japan Value ETF

iShares MSCI Malaysia ETF

iShares MSCI Singapore ETF

First Trust Japan AlphaDEX Fund

Franklin FTSE Australia ETF

Franklin FTSE Asia ex Japan ETF

Franklin FTSE Japan Hedged ETF

Franklin FTSE Japan ETF

Franklin FTSE South Korea ETF

First Trust Asia Pacific ex-Japan AlphaDEX Fund

SPDR S&P Emerging Asia Pacific ETF

Goldman Sachs ActiveBeta Japan Equity ETF

Xtrackers International Real Estate ETF

iShares Currency Hedged MSCI Japan ETF

iShares Core MSCI Pacific ETF

iShares JPX-Nikkei 400 ETF

Direxion MSCI Daily South Korea Bull 3X Shares

iShares MSCI Japan Small-Cap ETF

iShares MSCI Thailand ETF

Global X MSCI Vietnam ETF

VanEck Vectors Vietnam ETF

Vanguard FTSE Pacific ETF

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.

Asia-Pacific Is Not Just China

Few want to own stocks in a country that has been as unfriendly to shareholders as South Korea has been. The government is trying to change that by using Japan's playbook.

South Korea Could Be the Next Hot Stock Market

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 catalyst-rich next few months, the iShares MSCI South Korea ETF screens attractively.

EWY: Play The 'Japan 2.0' Theme Via Korea

Global X MSCI China Health Care ETF

KraneShares Global Carbon Offset Strategy ETF

Amplify US Alternative Harvest ETF

Global X Uranium ETF

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.

5 Top-Performing ETFs of Last Week

Matthews Korea Active ETF

Goldman Sachs is bullish on South Korea. The research house believes that the market will offer the highest earnings growth next year.

Following Goldman Sachs? Bet on South Korea ETFs

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 exports bodes well. The Korean government is taking steps to make the Won more attractive.

EWY ETF: Not A Perfect Product, But Well-Positioned To Pick Up Steam (Rating Upgrade)

iShares MSCI Emerging Markets ETF

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 regulators reimposed a ban on short selling.

South Korean ETF soars after local authorities issue short-selling ban

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 Energy, South Korea's merchandise exports showed grew by 5.1% y/y in October 2023.

South Korea's Exports Rebound In October 2023

The August IP data showed solid high-end chip demand with both production and related investment rebounding while subdued consumption and investment activity are drags on overall growth. Weak business surveys and high inventory suggest the upbeat surprise in IP may be temporary and the BoK will likely make another hawkish pause at this month's meeting.

Korea's Industrial Production Rebounds On Strong Chip Demand

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 Korea ETF remains poised to benefit via its two largest holdings. The portfolio is priced at undemanding levels, offering investors many ways to win from here.

EWY: Looking Forward To The Next Leg Of The Korean Rally

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 will buffer the sharp contraction in consumption.

Korean Activity Data Point To A Cloudy Q3

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 forecast the Bank of Korea (BoK) will make its first move to cut its policy rate in the fourth quarter of this year before the easing cycle of other major central banks begins.

Korea Likely To See Modest Recovery Through Rest Of Year

EWY: Layers Of Concern

Invesco Defensive Equity ETF

iShares International Treasury Bond ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

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.

Following Morgan Stanley? Tap These ETFs

Pioneer Natural Resources

Charles Schwab

U.S. Bancorp

Weatherford International PLC

Yacktman Asset Management (Trades, Portfolio) disclosed its first-quarter 13F portfolio update, revealing its top trades included a new holding in iShares MSCI South Korea ETF ( EWY , Financial) and boosts to its positions in Pioneer Natural Resources Co. ( PXD , Financial) and Charles Schwab Corp. ( SCHW , Financial). The Austin, Texas-based firm also reduced its holdings of U.S. Bancorp ( USB , Financial) and Weatherford International PLC ( WFRD , Financial).

Yacktman Asset Management Enters South Korea ETF Position

After posting sluggish growth in Q1 of 2023, the fourth-largest Asian economy barely managed to avoid a recession. With an IMF forecast of 1.5% growth in GDP for 2023, the export sector of South Korea is expected to review this year, providing some relief to the economy.

ETFs to Watch as South Korea Avoids Recession

VanEck Vectors Gold Miners ETF

SPDR S&P Regional Banking ETF

Financial Select Sector SPDR Fund

SPDR S&P Retail ETF

Many investors brush off unusual options activity, but others like to “follow the flow.

Unusual Options Flow in KRE, QQQ, GDX and 3 Other ETFs

EWY: The Korean Recovery Is Just Getting Started

The South Korean economy slowed significantly during the second half of 2022, with GDP contracting by 0.4% quarter-on-quarter (q/q) in the fourth quarter of 2022. South Korea's manufacturing sector remained in contraction territory at the start of 2023, according to latest PMI data from S&P Global, as another contraction in new orders drove output volumes down.

South Korea's Economy Faces Rising Headwinds In 2023

Weakness in the EWY over recent years has seen the PE ratio on the index fall below 10x, which is significantly below its developed market peers. Korea has strong economic fundamentals in terms of its external balance sheet, fiscal position, and savings rates, which arguably should justify a valuation premium for Korean stocks.

EWY: Falling Free Cash Flows Are A Red Flag

iShares MSCI South Korea Capped ETF provides investors exposure to South Korea's semiconductor & technology-focused economy. Local lawmakers are progressively opening the country up to foreign investors in a quest for international capital.

EWY: Long Exposure To South Korea's Technology-Focused Economy

Grupo Aeroportuario del Sureste SAB de CV

Alibaba

Baidu

iShares MSCI Germany ETF

iShares MSCI France ETF

iShares China Large-Cap ETF

Tencent Holdings Limited

Investors are looking to global markets for growth as the U.S. dollar weakens. The post These Global Markets Are Outperforming U.S. Stocks In 2023 appeared first on Investor's Business Daily.

These Global Markets Are Outperforming U.S. Stocks In 2023

News for iShares MSCI South Korea ETF ETF (EWY)