EWYETF

Samsung projects record Q3 2026 earnings with 126.5% revenue growth and 782.3% operating profit growth, driven by surging AI infrastructure demand for memory chips. However, moderating price increases pose sustainability risks for the sector's profit growth.

South Korea's KOSPI index plummeted nearly 8% in a single session due to a global AI selloff triggered by higher-than-expected U.S. inflation data, with semiconductor giants Samsung Electronics and SK Hynix leading the decline. However, the IMF upgraded South Korea's 2026 growth forecast to 3.3%, and valuations have compressed to historically low levels, suggesting this may be a temporary correction offering a buying opportunity for long-term investors.

India and China ETFs are underperforming in 2026 due to valuation concerns, slowing growth, and lack of broad-based AI gains. India faces pressure from high valuations and limited AI exposure in its IT sector, while China's AI advances haven't translated into market gains despite heavy investment. In contrast, South Korea and Taiwan are benefiting significantly from their exposure to AI hardware leaders like Samsung, SK Hynix, and TSMC.