South Korea ETFs: A Short-Term Pullback, a Long-Term Opportunity
South Korea's semiconductor exports surged 209% in August driven by AI demand, and the government proposed a record $596.92 billion 2027 budget to strengthen its AI and semiconductor position. While the KOSPI index has pulled back 4% recently amid investor caution, analysts view this as a potential buying opportunity for long-term investors. South Korea ETFs offer exposure to this growth story but carry concentration risk due to heavy weighting in SK Hynix and Samsung Electronics.