About this episode

The episode discusses the reasons why every investor should consider investing in South Korea, highlighting the performance of the Korean Kospi index and the dominance of Samsung and SK Hynix.

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.

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