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.
KOSPI
Korea’s ‘New Japan Trade,’ One Year In: Did Copying Japan Actually Work?
Global funds call Korea “the new Japan trade.” One year into the Value-Up push, buyback cancellations hit records and the law now forces them — yet…
Korea Quietly Rewrote Its Corporate Law. Wall Street Calls It the ‘New Japan Trade.’
Korea’s Value-Up program is a national attempt to end the chronic “Korea discount.” Unlike past reforms, this one became law — and the policy line has stayed consistent across a change of government. Here’s what actually changed, who wins, and where the skeptics have a point.
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.
I Bought Samsung at 53,000 Won. Two Years Later It Was Under 50,000.
A Korean retail investor’s true story of holding Samsung through a two-year slump — and the HBM truth the English headlines missed.