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- Korean stocks are skyrocketing
Korean stocks are skyrocketing
The market concentration in South Korea is even larger than in the US
Global Markets Investor
February 26, 2026
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GLOBAL MARKETS INVESTOR’S PORTFOLIO IS 🔥UP +95%🔥SINCE JANUARY 2024
DURING THE MARCH-APRIL 2025 MARKET TURMOIL, MAJOR US INDEXES FELL NEARLY 20%, WHILE THE GMI PORTFOLIO GAINED OVER 5%, FIND OUT HOW BELOW:
The KOSPI index is up +175% from the April 2025 low.
The index spiked from 5,000 to 6,000 in less than 40 days, the fastest 1,000-point move in its history.
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Just 2 stocks are driving this: Samsung Electronics and SK Hynix, up +70% and +62% year-to-date respectively, together making up ~40% of the entire index.
This comes as AI-driven demand for memory chips is fueling record earnings expectations for both companies.
These two companies are driving nearly 98% of the projected profit growth for KOSPI 200 companies and roughly 50% of the index's total rise.
As a result, iShares MSCI South Korea ETF, $EWY ( ▲ 0.38% ) is now the most overbought in history. The chart below shows weekly candles and the RSI index (bottom part of the graph).
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