Buy Korea Calls Grow Louder as Stocks Extend Blistering Rally

South Korean stocks are seeing no shortage of buy calls after leading global markets in 2025, drawing investors with attractive valuations, tech-driven earnings and strong government support.

The key driver is earnings, given Korean chipmakers’ pivotal role in the global AI supply chain. Other catalysts, including the government’s planned 150 trillion won ($104 billion) investment fund and sweeping corporate reforms, are not fully priced in, according to bulls such as NH-Amundi Asset Management and Life Asset Management.