Record streaks, rare rotations and historic divergences are emerging across global markets. From international equities and precious metals to energy, value stocks and mega-caps, here are seven charts quietly reshaping market leadership.
South Korea ETFs are surging as AI-driven semiconductor demand fuels market highs, strong earnings momentum and bullish outlook for Korean equities.
iShares MSCI South Korea ETF (EWY) hits a new 52-week high as AI-driven semiconductor demand and strong momentum boost Korea-focused equities.
Market predictions are not easy to make and looking at the YTD winners, there are some head-scratchers. Let's take a closer look and make some sense out of the recent performance winners: wet and dry shipping; South Korea; and oil services ETFs.
The iShares EWY ETF gives American investors strong exposure to two of the leading global memory-chip makers: Samsung and SK Hynix, which are nearly 50% of the entire portfolio. Both companies are benefiting from a memory-chip shortage that is responsible for a surge in prices for HBM, DDRAM, and NAND memory chips. Much like Taiwan and the huge influx of foreign capital to semiconductor maker TSMC, the surge of capital into South Korea's chip-makers will a spill-over effect on the economy.
Kospi, South Korea's benchmark index, hit an all-time high above 5,600 on Thursday, after gaining about 3.09% in a single trading session. South Korea remains one of Asia's most lucrative markets, with the Kospi surging 79.35% over the past six months and 115.54% over the past year.
Emerging market ETFs are back in focus. Two of the ten largest U.S.-listed ETF inflow winners year-to-date are broad EM funds.
Exploring the Latest 13F Filing and Tepper's Investment Strategy David Tepper (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2
Cibc World Market Inc. boosted its stake in shares of iShares MSCI South Korea ETF (NYSEARCA:EWY) by 6.2% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 81,215 shares of the exchange traded fund's stock after buying an additional 4,733 shares
iShares MSCI South Korea ETF EWY is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and moved up 169.60% from its 52-week low price of $48.49 per share.
There's no stopping the momentum in the ETF market. January 2026 brought a record $166 billion in net inflows, surpassing the last three Januarys combined.
It's quite rare to see a big-name hedge fund picking up shares of an ETF, but whenever it does happen, there may be hints as to where opportunities may lie within a certain corner of the market.
South Korean equities slumped on Monday, leading declines across Asian markets, as uncertainty over interest rates and fresh doubts about the sustainability of artificial intelligence-related spending weighed heavily on technology shares. The benchmark Kospi fell as much as 5%, its steepest intraday decline since Nov.
Micron stands to benefit as AI demand drives a memory chip crunch through 2027, pushing prices higher and steering investors toward targeted ETFs.
U.S. Trade Representative Jamieson Greer discusses President Donald Trump's decision to raise tariffs on South Korea and a trade agreement between India and the EU on ‘Kudlow.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #kudlow #trump #donaldtrump #tariffs #trade #economy #business #global #southkorea #korea #imports #policy #government #politics #political #politicalnews #international #markets
Brazilian equities are surging in early 2026 as commodities rally and the U.S. dollar weakens, with EWZ delivering its strongest outperformance versus U.S. stocks in over four years.
President Donald Trump threatened to hike tariffs on goods imported from South Korea to 25%, citing the failure of the country's legislature to codify the trade deal. The new rate would apply to autos, lumber, pharmaceutical products and "all other Reciprocal TARIFFS", under which the president set a 15% levy on South Korean exports.
Trump raises tariffs on South Korea to 25%, risking global memory chip supply chains. Korean stocks surge, fueled by unprecedented squeeze in market.
Silver Gamma Squeeze Please click here for a chart of silver futures (SI_F). Note the following:
President Donald Trump has threatened to hike tariffs on goods from South Korea to 25%, citing what he said was the failure of the country's legislature to codify the trade deal the two nations reached last year. Carnegie Mellon Institute for Strategy & Technology Non-Resident Fellow Troy Stangarone breaks down what this could mean for the relationship between the two countries.