FLKR: The Great Rebound

2026-01-28 14:59:11 ET

Introduction & Thesis

The Korean stock exchange (Kospi 200 Index and South Korea for the uninitiated) has been the most profitable stock market during the last year of our lives, leaving a cumulative profitability of almost triple digits (91%). This is partly due to the positive impact AI has had on the semiconductor market, where Korean companies such as Samsung and SK Hynix account for approximately 49% of the combined market weight (Kospi 200 Index). They have been able to capture this narrative to see their actions rise like foam, with returns of 120% and 290%, respectively, in 2025. That is why I think it is relevant to analyze the indexed option that provides us exposure to this market, which is none other than the Franklin FTSE South Korea ETF (FLKR)....

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