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At close · Thu, Jul 16, 2026
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HomeETFs & FundsETFsAI exposure shifts returns in emerging-markets ETFs

AI exposure shifts returns in emerging-markets ETFs

MarketWatch highlights how two ETFs tied to emerging markets have shown returns that reflect growing AI-driven interest in South Korea.

MarketWatch examines how emerging-markets funds can end up as indirect bets on artificial intelligence, focusing on the role South Korean stocks now play in ETF performance.

The outlet points readers to returns for two exchange-traded funds to illustrate that what looks like broad emerging-markets exposure may be increasingly influenced by AI-related demand, particularly tied to South Korea.

With AI acting as a catalyst, the story frames South Korea as a bigger driver of ETF outcomes than investors may assume when choosing an emerging-markets fund.

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