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South Korea’s Market Ignores Tariff Threats. AI Is Driving the Rally.
Barrons·2025-10-03 14:30

+0.38% exchange-traded fund has climbed 14% since the Sept. 4 raid, bringing its year to date gain to nearly 60%. For investors in South Korea's sizzling stock market, it's the corporate governance, stupid. That and the microchips. Last month's massive U.S. immigration raid on a Hyundai Motor factory in Georgia threw a monkey wrench into Seoul's vital trading relationship with Washington. President Lee Jae-myung announced that Korea, with about $415 billion in currency reserves, can't afford to invest a pro ...