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Today's Bonus News
These 3 Country ETFs Are Big Beneficiaries of the Iran CeasefireSubmitted by Dan Schmidt. Publication Date: 4/13/2026. 
Key Points
- The ceasefire in Iran has sent markets around the globe soaring once again.
- International stocks in energy-starved markets are likely to get the biggest boost in the coming weeks.
- Investors turning to international markets like Germany, South Korea, and Japan could reap the highest gains.
- Special Report: Elon Musk already made me a “wealthy man”
The tenuous ceasefire in Iran has the S&P 500 roaring back to life, reversing a month-long decline that had put consumers and investors on edge. But the jump in U.S. stocks may be masking the true beneficiaries: international markets that rely heavily on energy imports. If the ceasefire leads to a resumption of normal oil flows through the Strait of Hormuz, investors could see outsized gains in several foreign markets. Germany, South Korea, and Japan are likely to lead the way — here’s why. Heavy Energy Import Needs Made These Nations VulnerableMarkets across the globe (excluding the energy sector) were hit when U.S. strikes on Iran began at the end of February, but the declines were uneven. While the S&P 500 fell about 10% in less than a month, markets in Europe and Asia took bigger hits. The European STOXX 600 lost roughly 12% over the same period, the Nikkei fell nearly 15%, and South Korea’s KOSPI plunged about 25% during the conflict.
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European and Asian markets were hit harder because they depend more on imported energy. The United States is relatively insulated from the worst of a supply shock, but many European and Asian economies lack the domestic capacity to absorb large disruptions. These countries operate major industrial economies that rely on comparatively cheap energy imports, mostly from the Persian Gulf. For example, South Korea imports more than 95% of its oil and is one of the world’s largest importers of liquefied natural gas (LNG). Its export mix includes energy-intensive products like cars, semiconductors, and chemicals. Japan similarly imports over 90% of its oil and relies heavily on exports. Tanker traffic in the Strait of Hormuz has been disrupted, but the prospect of reopening sent European and Asian stock indices higher in early April. The situation remains fluid — the U.S. delegation described the ceasefire as admittedly fragile — yet optimism is strong in these energy-starved markets. A normalization of traffic would particularly benefit the hardest-hit sectors and countries. If the conflict is indeed entering its final stages, Germany, South Korea, and Japan are positioned to see some of the biggest market upside. Rather than picking individual stocks, one efficient way to play this theme is through country-specific ETFs that provide broad exposure. Global X DAX Germany ETFThe Global X DAX Germany ETF (NASDAQ: DAX) is a solid choice for exposure to German equities thanks to a low expense ratio and a composition similar to the iShares MSCI Germany ETF (NYSE: EWG). DAX has just over $250 million in assets under management (AUM), compared with EWG’s $1.38 billion. What DAX lacks in AUM it offsets with lower costs: a 0.20% expense ratio versus EWG’s 0.50%. DAX still averages more than 60,000 shares traded daily and holds nearly 30% of its assets in Germany’s industrial sector, which includes energy-intensive businesses such as automakers, petrochemicals, and defense contractors. 
A bullish MACD crossover suggests downward momentum may be reversing, and the fund has rallied nearly 10% from its March 27 low. The 50-day moving average is the next technical level to watch — a sustained move above it could trigger another buying wave. Franklin FTSE South Korea ETFSouth Korean markets are heavily weighted toward technology, driven largely by two semiconductor giants that together account for more than 40% of major cap-weighted indices. An investment in South Korea is therefore largely an investment in SK Hynix and Samsung Electronics Co., Ltd. (OTCMKTS: SSNLF). The most cost-effective broad exposure is the Franklin FTSE South Korea ETF (NYSE: FLKR). FLKR charges a very low 0.09% expense ratio, which is attractive for international exposure. Technology represents more than 47% of its holdings, with industrials comprising another roughly 15%. Investors moved back into the ETF quickly: FLKR has already reclaimed its 50-day moving average. The Relative Strength Index (RSI) has returned to bullish territory, supporting the view that the semiconductor-led rally is resuming. The iShares MSCI Japan ETFThe iShares MSCI Japan ETF (NYSE: EWJ) carries the highest expense ratio on this list (0.50%), but its holdings are more concentrated in the tech and industrial sectors than the cheaper Franklin FTSE Japan ETF (NYSE: FLJP). Those sectors stand to benefit most from normalized oil flows. EWJ also provides ample liquidity, with about $19.8 billion in AUM and an average daily volume above 10 million shares. Nearly 20% of the fund's assets are in banks, while tech accounts for 18.8% and industrials for 16.8%. 
Technical indicators for Japan look constructive. EWJ found support at the 200-day moving average, and a bullish MACD crossover helped lift the ETF back above its 50-day moving average. Taken together, these signals are encouraging for Japan, which has seen a broad market renaissance in recent years. |
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