Episode

Every Investor Should Invest in South Korea

Podcast
Nanalyze
Published
Jun 3, 2026
Duration seconds
778
Processing state
not_requested
Canonical source
https://podcasters.spotify.com/pod/show/nanalyze/episodes/Every-Investor-Should-Invest-in-South-Korea-e3ka6i0
Audio
https://anchor.fm/s/da142640/podcast/play/120969216/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-3%2F425460739-44100-2-0c623a8286424.m4a
JSON
/v1/public/podcasts/nanalyze-6316207/episodes/every-investor-should-invest-in-south-korea
Markdown
/podcast/nanalyze-6316207/every-investor-should-invest-in-south-korea.md

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Summary

South Korean stocks are soaring. The Korean Kospi index has doubled in 2026 versus a 20% Nasdaq return over the same time period. While this is much too short of a time frame to draw any meaningful conclusions, it makes investors begin to question why South Korea is outperforming. It boils down to two names which make up nearly 50% of the index: Samsung and SK Hynix. When two memory chipmakers constitute half of a country's investible universe, that's not a good thing. However, despite the risk, every investor ought to be invested in South Korea. Here's why, and how. Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/ . This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/kLBsX6mGpOc.