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AI exposure is reshaping emerging market ETF holdings
South Korean stocks have gained a larger role in certain emerging markets ETFs as artificial intelligence shifted investor focus.
MarketWatch reports that artificial intelligence has changed how some investors express emerging markets exposure through broad, index-style ETFs.
The outlet notes that South Korean stocks were not previously a major factor in emerging-markets funds, but AI has increased their relevance within these funds.
The story frames the shift as a potential “accidental” bet: investors who choose index funds for diversification may still end up with concentrated exposure to AI-linked markets through holdings that evolve over time, according to MarketWatch.