May 17, 2026, Vol. 274
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Gangnam Style
Korea’s shareholder reforms are real. Korea’s KOSPI benchmark index has been on a tear. In the past year, the index has essentially tripled on the back of the success of SK Hynix, Samsung Electronics, and other Korean ‘AI bottleneck stocks’ that everyone is piling into. However, if you look beyond the KOSPI index, there’s still…