Franklin FTSE South Korea ETF

FLKR tracks a market cap-weighted index of large- and mid-cap South Korean companies.

iShares MSCI South Korea ETF

Freedom 100 Emerging Markets ETF

Matthews Korea Active ETF

Rayliant Quantamental Emerging Market Equity ETF

It's been a head-spinning week for ETF investors monitoring geopolitical risks to stocks in their portfolios.

South Korea ETFs struggle despite country showing ‘resiliency' after martial law

KB Financial Group

Korea Electric Power

KPOP and Korean Entertainment ETF

POSCO

Shinhan Financial Group

SK Telecom Co., Ltd.

Woori Bank

South Korea is in turmoil and several stocks are taking a hit. The post South Korea's President Declares Martial Law, Says Nation On 'Edge Of Collapse'; Korean Stocks Fall appeared first on Investor's Business Daily.

South Korea's President Declares Martial Law, Says Nation On 'Edge Of Collapse'; Korean Stocks Fall

Franklin FTSE South Korea ETF has a high exposure to the volatile memory sector, making it susceptible to economic downturns and cyclical fluctuations. The fund's technology sector concentration is overly reliant on Samsung Electronics and SK hynix, increasing its vulnerability to memory chip supply-demand imbalances. Despite its attractive valuation, FLKR's prospects are dimmed by South Korea's weak economic outlook and the depreciating Korean Won.

FLKR: Risk-Reward Profile Not Attractive

South Korea is a bright spot in East Asia with booming exports and a proactive government encouraging small business startups. The Franklin FTSE South Korea ETF provides broad exposure to the South Korean equity market, with a focus on leading companies like Samsung Electronics. The fund has a heavy allocation in the Tech sector, which may pose risks, but offers potential for long-term growth in a thriving economy.

FLKR: A Good Fund For South Korean Exposure

Korea's ‘value-up' efforts may have suffered an election setback. But there's still plenty of room for this value unlocking story to unfold over time. Ultra-low-cost FLKR remains a great vehicle for exposure.

FLKR: Keeping The Faith In Korea's Value Unlocking Story

Shares in Hyundai and Kia have accelerated in response to a regulatory clampdown on low valuations.

Korean Stocks Have a New Driver: The Government

Coming off a challenging few years, Korea could finally be set for a change in fortunes.

FLKR: Korea Could Be This Year's Sleeper Hit As 'Value Up' Catalyst Looms

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

iShares MSCI Taiwan 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 Taiwan 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

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

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

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

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

The Franklin FTSE South Korea ETF is a smaller, less commonly covered ETF that tracks the performance of mid/large cap stocks in South Korea. South Korea is currently my top pick out of the top five largest MSCI Emerging Market countries, which include China, Taiwan, South Korea, India, and Brazil.

Franklin FTSE South Korea ETF: Flicker Of Hope

Franklin Emerging Market Core

Franklin FTSE Europe ETF

Legg Mason Low Volatility High Dividend ETF

Martin Currie Sustainable International Equity ETF

Investors have a ton on their plate this year, from inflation to rising rates to the prospect of a recession in the second half of the year.

Franklin Templeton's Mann on 2023, Smart Beta, Income

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

U.S. investors may be wary of domestic equities right now, and they'd have good reason, given how overvalued they are. Market watchers in the U.S.

Keep an Eye on South Korea ETF FLKR

Investors have had a lot of volatility to face when looking to their international equities slice this year, from Russia's invasion of Ukraine and global energy costs to China's “Zero COVID” policies and its economic slowdown.

Single Nation ETFs May Rebound in 2023

Amplify Lithium & Battery Technology ETF

Global X Lithium & Battery Tech ETF

Investor expectations were buoyed at the beginning of the year with the inauguration of pro-business President Yoon Suk-yeol. By 2026, South Korean battery makers will be operating plants in the U.S., accounting for at least 200-gigawatt hours each year.

The Power Of South Korea's Battery Sector Confirmed

As the global economy faces headwinds and liquidity conditions are expected to become tighter, difficulties in corporate bonds and credit markets are expected to increase. The credit market has been struggling quite a bit over the past few weeks.

South Korea: Corporate Debt Is A Concern For The Economy

Korea's high level of household debt has been regarded as a major risk factor for the economy for some time.

A Closer Look At South Korea's Household Debt Problem

CSOP FTSE China A50 ETF

Xtrackers Harvest CSI 300 China A-Shares ETF

Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF

Xtrackers MSCI China A Inclusion Equity ETF

VanEck China Bond ETF

Global X China Biotech Innovation ETF

Global X MSCI China Communication Services ETF

Global X China Energy ETF

Global X MSCI China Health Care ETF

Global X China Industrials

Global X MSCI China Information Technology ETF

Global X MSCI China Large Cap 50 ETF

Global X China Materials ETF

Global X China Consumer ETF

Global X MSCI China Real Estate ETF

Global X MSCI China Consumer Staples ETF

Global X MSCI China Utilities ETF

Global X China Financials ETF

Loncar China Biopharma ETF

Xtrackers MSCI All China Equity ETF

VanEck Vectors ChinaAMC SME-ChiNext ETF

iShares MSCI China A ETF

Invesco China Technology ETF

Asian Growth CUBS ETF

WisdomTree China ex-State-Owned Enterprises Fund

iShares MSCI China Small-Cap ETF

iShares MSCI Hong Kong ETF

First Trust China AlphaDEX Fund

Franklin FTSE China ETF

Franklin FTSE Hong Kong ETF

First Trust Chindia ETF

iShares China Large-Cap ETF

ProShares UltraShort FTSE China 50

SPDR S&P China ETF

KraneShares MSCI All China Index ETF

KraneShares Bosera MSCI China A Share ETF

KraneShares Bloomberg China Bond Inclusion Index ETF

KraneShares CICC China 5G and Semiconductor Index ETF

KraneShares CICC China Leaders 100 Index ETF

Kraneshares MSCI China Environment Index ETF

KraneShares SSE STAR Market 50 Index ETF

KraneShares Hang Seng Tech Index ETF

KraneShares MSCI All China Health Care Index ETF

KraneShares CSI China Internet ETF

iShares MSCI China ETF

Invesco Golden Dragon China ETF

Rayliant Quantamental China Equity ETF

Franklin Templeton Dragon Fund

ProShares Ultra FTSE China 50

Direxion Daily FTSE China Bear 3X Shares

Direxion Daily FTSE China Bull 3X Shares

ProShares Short FTSE China 50

Non-China Asian exports are still growing, but the pace of increase has slowed and will slow still further as key export destinations struggle with inflation, energy security, and rising recession risks. In year-on-year terms, the rate of overall export growth is now skirting single-digits again.

Asian Exports Are Softening

The Bank of Korea delivered back-to-back interest rate hikes and forecasts further aggressive increases to bring consumer inflation down from 13-year highs. The country's central bank announced Thursday that it will raise the Base Rate by 25 basis points, to 1.75% from 1.5%, the highest since mid-2019.

South Korea Ups Rates, Predicts Economic Recovery

3 South Korea ETFs for Q2 2021 are KORU, FLKR, and EWY.

3 South Korea ETFs for Q2 2021

News for Franklin FTSE South Korea ETF ETF (FLKR)