Cailian Press, April 2, 2026 - Top-performing fund manager Arjun Jayaraman stated that South Korean chip stocks impacted by the war in Iran, such as Samsung Electronics and SK Hynix, will benefit the most from the process of the war's conclusion. The $3.4 billion emerging markets fund he manages has outperformed 96% of its peers over the past three years. He believes that when the situation in the Middle East eases, foreign capital will return, and this sell-off presents a buying opportunity.
