24/7 Wall Street
28 May 2026, 16:50 UTC · 2h ago
Source · https://247wallst.com/investing/2026/05/28/how-vanguards-vwo-etf-forgot-south-korea-and-paid-the-price/
Read source
Search tags
Story key points
3 claims · impact-rated
South Korean equities have experienced a massive rally, with the iShares MSCI South Korea ETF (EWY) returning 238% over the trailing year. — Strong momentum in a key regional market driven by AI and memory chip demand typically attracts further capital inflows.
+0.60The demand for AI accelerators and a turnaround in the memory cycle are the primary drivers for Korean chipmakers Samsung and SK Hynix. — Confirms the fundamental catalyst for the rally is tied to the global AI infrastructure build-out.
+0.50VWO excludes South Korea due to FTSE's developed market classification, causing it to significantly underperform EEM (26% vs 50% one-year return). — Highlights a tracking error and methodology risk for investors using VWO as a proxy for emerging markets.
+0.30Ticker attribution
Model heads
SK Hynix has seen vertical growth due to AI accelerator demand.
Samsung's memory cycle has turned and the stock has seen significant gains.
Identified as a top holding in emerging market ETFs benefiting from the chip supply chain.
Mentioned in the context of a top-performing AI stock pick.
Impact vectors
4 dimensions · 9 clusters
Market reaction
10 bid · 0 offered
No stock impact ranking available yet.
