South Korea's iShares MSCI South Korea ETF (EWY) has surged more than 90% year-to-date through late September 2026, trading near $185–187 amid record global demand for AI semiconductors from major exporters like Samsung and SK Hynix. The Bank of Korea and government raised 2026 GDP growth forecasts to 3.0–3.2%, citing the semiconductor cycle and export strength, while KOSPI posted leading gains before recent volatility. Key influences include U.S.-China trade dynamics, Federal Reserve policy effects on risk assets, and domestic inflation near 2.6%. Traders are monitoring October export data, corporate earnings, and any shifts in global tech capital spending for further price resolution.
Riepilogo sperimentale generato dall'AI con riferimento ai dati di Polymarket. Questo non è un consiglio di trading e non ha alcun ruolo nella risoluzione di questo mercato. · AggiornatoView resolved

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