If Iran War Ends, Korea Is A Screaming Buy

James FoordInvesting Group LeaderFollow5ShareSavePlay(6min)Comment(1)SummaryKorea (KOSPI/EWY) presents a compelling asymmetric opportunity as the energy shocks and leverage unwind reverse, stabilizing risk assets.Temporary de-escalation in the Iran conflict has eased oil prices, improving Korea’s margins, currency, and market sentiment.Korea’s core AI supply chain exposure — via companies like Samsung Electronics and SK hynix — positions it to benefit from the unfolding AI Capex cycle.Technical signals suggest a potential reversal, but risks remain if geopolitical tensions re-escalate or oil prices spike.Looking for a portfolio of ideas like this one? Members of The Pragmatic Investor get exclusive access to our subscriber-only portfolios. Learn More » Nadiya Senko/iStock via Getty Images Thesis Summary Just a few weeks ago, I highlighted how the Korean Index (KOSPI) (EWY) had crashed 20% in two sessions, driven by an energy shock and a leverage unwind. But with the war potentially nearing an end, could this nowThis article was written byJames Foord27.58K FollowersFollowJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth.

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