Korea valuations attractive despite leveraged ETF saga: Broadridge

Yoon Ng from Broadridge says the recent volatility in Korean stocks reflects profit-taking and crowded retail positions, rather than a weakening of the longer-term AI story, with continued demand for AI supporting Korea's semiconductor supply chain.

Aug 5, 2026 - 11:00
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Korea valuations attractive despite leveraged ETF saga: Broadridge
Yoon Ng from Broadridge says the recent volatility in Korean stocks reflects profit-taking and crowded retail positions, rather than a weakening of the longer-term AI story, with continued demand for AI supporting Korea's semiconductor supply chain.

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