FLKR: A Risky But Strong Buying Opportunity

The Franklin FTSE South Korea ETF (FLKR) offers the most cost-effective exposure to South Korea's dynamic economy. FLKR's outperformance is driven by Korean memory giants Samsung and SK Hynix, benefiting from a global AI-driven memory shortage expected to last years. Current geopolitical risks, notably the Strait of Hormuz closure, present material downside if energy imports to South Korea are disrupted.