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Andreas Schulz @ASchulz888 on x 1058 followers
Created: 2025-07-27 01:56:04 UTC
The Korea trade could still be in its early innings. Sure the recent rally is impressive, but zoom out on the chart and you see how depressed the market was at the start of it.
Meanwhile Korea's new president is doing a great job, and probably has the highest approval ratings of any leader of a major economy.
And outside of the US and Greater China, can you name a country with more leading companies with leverage to some of the current mega themes (AI, defense, ...)?
Most Koreans have been so jaded by their own stock market that they prefer to buy coins or QQQ, but if the trend continues that could change.
Toughest part is that it is very difficult for foreigners to buy individual stocks in Korea, and the only liquid ETF I am aware of is $EWY... Go Korea!
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