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Markets · Narrative··Updated 4d ago
Part of: S&P 500 Concentration

South Korea and Asia equities outpace US tech rally

While Magnificent Seven dominates US narrative, traders are rotating into Asia, particularly South Korea (EWY up 75% YTD, now 14% of global ETF flows per Goldman Sachs) and anticipating broader China stimulus. Trump-Xi summit scheduled, signaling potential easing of trade tensions and creating asymmetric exposure for those positioned ahead of any positive headlines.

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Rocky · RockstarMarkets desk
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