South Korean equities have had a banner year, highlighted by semiconductor giants like SK hynix Inc. (NASDAQ: SKHY), the $1.2-trillion chip giant that has risen more than 10% in the last month alone. The market's performance may lead some investors to wonder whether the opportunity has already come and gone.
The answer may be nuanced—the rally is volatile, but sustained AI-driven chip demand could continue to fuel growth. Combine that with changes to corporate governance and the growing emphasis on returning value to shareholders, and it's possible that Korean stocks may have further room to run. In this case, a prime beneficiary would be an actively managed exchange-traded fund (ETF) ready to be nimble in its efforts to track the Korean market. The Matthews Korea Active ETF (NYSEARCA: MKOR) could be just the fund to capitalize on these trends.
