Defying Global Trends, South Korean Investors Ramp Up U.S. Stock Purchases

Despite the escalating U.S.-China trade war and President Donald Trump's announcement of mutual tariffs, South Korean individual investors have aggressively increased their purchases of U.S. stocks. From April 1 to 15, the net purchase amount surged to $2.60764 billion, showcasing a significant uptick in confidence amidst global market uncertainties.

Contrasting Strategies: South Korea vs. Global Investors

While South Korean investors are buying, global investors have been reducing their U.S. stock holdings to historic lows, citing Trump's aggressive tariff policies as a primary concern. This divergence highlights the unique confidence South Korean investors have in the U.S. market's resilience.

The Risks and Rewards of Current Investment Strategies

Despite a year-to-date return of -14.45% for North American funds, worse than Chinese funds at -1.43%, the investment momentum persists. Experts warn of the potential economic recession risks due to the trade war, emphasizing the need for cautious optimism among investors.