EWY Holdings: Two Stocks Are 43%, Not 50%
iShares’ own holdings file says EWY’s top two stocks are 42.85 percent, not the 50 percent screeners show. One of those numbers cannot exist.
index concentration
Korean Retail Investors Sold ₩8 Trillion on the Biggest Up Day in KOSPI History
On July 31, 2026 the KOSPI rose 17.91% — its largest one-day gain ever. In the same KRX session Korean retail investors net sold ₩8.25 trillion while foreigners net bought ₩7.22 trillion. What Korean investors were writing while they sold, why SK Hynix stopped at 29.95%, and why naming the cause of this rally is a trap.
Korea Fell 9% in a Day. Is AI Demand Cracking — or Did a Crowded Trade Unwind?
The KOSPI crashed 8.95% on July 13 and broke 7,000. But the won moved 0.13% and refiners rose. What the numbers actually say about the AI trade.
EWY Top Holdings: You Bought Two Memory Stocks
SK Hynix and Samsung Electronics are now over half of the EWY ETF — and 57–60% of the KOSPI itself.
Foreigners Are Dumping Korea — So Why Are They Crowding Into Its Chips?
In 2026 the KOSPI broke 9,000 while foreign ownership of Samsung and SK Hynix hit a one-year low. It’s not a contradiction — it’s forced selling of “Korea” and deep conviction in its AI memory. Here’s the machine behind it.