EWY Top Holdings: You Didn’t Buy ‘Korea’ — You Bought Two Memory Stocks
SK Hynix and Samsung Electronics are now over half of the EWY ETF — and 57–60% of the KOSPI itself.
Mr. Gat
Korea’s ‘New Japan Trade,’ One Year In: Did Copying Japan Actually Work?
Global funds call Korea “the new Japan trade.” One year into the Value-Up push, buyback cancellations hit records and the law now forces them — yet…
Korea Just Cut Dividend Taxes. If You’re a Foreign Investor, Your Rate Didn’t Move — Here’s Why.
Korea’s 2026 dividend tax cut is real — but it’s a resident-only, three-year break. Foreign investors’ withholding rate (22%, or 15% by treaty) didn’t…
Looking for Korea’s ‘Constellation Energy’? There Isn’t One — and That Gap Is the AI-Power Story
US investors play the AI power boom through Constellation and Vistra. Korea funnels all that demand through one regulated utility — KEPCO — where the…
Korea Just Announced Its Own ‘Stargate.’ Watch the Capex, Not the ₩1,000 Trillion Headline.
Korea unveiled a ~₩1,000 trillion ($720B) AI and chip mega-plan — a “Korean Stargate.” But it’s built differently from the US version, and the president…
Data Center Cooling Stocks Beyond Vertiv: Korea Builds Every Part of the AI Power Stack — Except This One
US investors buy data center cooling with one ticker: Vertiv. Korea has no clean pure-play. Here is where the cooling and power-distribution exposure…
Everyone’s Betting on US SMR Startups. The Factory That Builds Them May Be Korean.
US startups design the small reactors that will power AI data centers — but Korea is building the factory. Here is the design-build-maintain value chain.
Korea’s Grid Boom: 3 Ways to Play the HVDC and Subsea Cable Super-Cycle
Korea’s cable makers ride the AI and offshore-wind grid boom — but the real No.1, LS Cable, isn’t listed. Here’s how foreigners actually get exposure.
Korea’s Battery Stocks: Forget EVs — the Real Bet Is Now AI Data Centers
Korea’s battery makers look like a late EV bet — until you view them through ESS and AI data centers, where they’re the main non-China option on US soil.
Everyone’s Sold Out of Gas Turbines — Korea’s Doosan Is Still Taking Orders
The world’s gas-turbine makers are sold out for years. Korea’s Doosan Enerbility is the AI-power overflow valve — plus an SMR option.