Higher Oil Could Reverse One Of 2026'S Biggest Trades

KOSPI peaked in late February up nearly 50% year-to-date, making South Korea a standout contributor to international market gains in 2026. Broad international markets have performed strongly this year, a development that could affect EM allocations and investor risk appetite.

Analysis

KOSPI peaked in late February up nearly 50% year-to-date, making South Korea a standout contributor to international market gains in 2026. Broad international markets have performed strongly this year, a development that could affect EM allocations and investor risk appetite.