International markets to rally in 2026, says 'Fast Money' trader Tim Seymour

Watch on YouTube ↗  |  January 05, 2026 at 19:18  |  4:28  |  CNBC
Speakers
Tim Seymour — Seymour Asset Management, Fast Money Trader

Summary

Tim Seymour of Seymour Asset Management argues that the 2025 international market outperformance can continue into 2026. He favors Korea via EWY, China tech including Alibaba and Tencent, global AI hardware names like NXPI and ASML, Latin America and Brazil, and copper miners such as Southern Copper and Antofagasta. He expects a weaker dollar, Asian currency catch-up, and broader international equities to remain supported.

  • Tim Seymour sees international outperformance continuing in 2026.
  • He favors Korea through EWY, citing Samsung and SK hynix weights.
  • He is long China tech, pointing to Alibaba and Tencent.
  • He sees global AI hardware/memory opportunities, naming NXPI and ASML.
  • He expects a weaker dollar and Asian currency catch-up.
  • He likes Latin America and Brazil, with copper plays Southern Copper and Antofagasta.
  • He says global defense spending is a theme.
  • He argues U.S. investors remain underweight international.
Ideas
Tim Seymour Seymour Asset Management, Fast Money Trader 0:36
Korea trade continues, own EWY.
He expects the Korea trade to continue. Investors can own the KOSPI through EWY, an ETF that is about 25% Samsung and 18% SK hynix. A weaker dollar and Asian currencies that lagged should catch up with the rest of the world in 2026, supporting the trade.
EWY HIGH
Tim Seymour Seymour Asset Management, Fast Money Trader 0:49
Weaker dollar lifts Asian currencies.
He expects dollar dynamics to continue weakening, and Asian currencies that did not outperform the dollar as much as others may take their cue from the rest of the world in 2026.
USD MED
Tim Seymour Seymour Asset Management, Fast Money Trader 0:49
Weaker dollar lifts Asian currencies.
He expects dollar dynamics to continue weakening, and Asian currencies that did not outperform the dollar as much as others may take their cue from the rest of the world in 2026.
Asian currencies MED
Tim Seymour Seymour Asset Management, Fast Money Trader 1:12
Long China tech; Beijing stops crackdown.
He says he is long China tech, with overweight positions relative to ACWI ex-US and in names such as Alibaba and Tencent. China remains interesting and Chinese tech companies are attractive because Beijing is no longer beating up its own tech companies, creating a real opportunity.
KWEB MITF BABA TCEHY HIGH
Tim Seymour Seymour Asset Management, Fast Money Trader 1:47
International equities remain attractive, underowned.
He thinks international/global markets are not just last year's trade and that investors should participate. After 8-10 years of international underperformance, investors are underweight international, and the setup is supported by mean reversion, valuation discounts, better global growth, higher earnings revisions, and a weaker dollar.
VXUS HIGH
Tim Seymour Seymour Asset Management, Fast Money Trader 1:57
Global AI hardware/memory is investable.
He sees great opportunities in global AI tech, especially the hardware and memory parts of the trade, which are global. He cites NXPI and ASML upgrades as evidence that the same AI tech trades working in the U.S. are investable internationally.
NXPI ASML MED
Tim Seymour Seymour Asset Management, Fast Money Trader 3:04
Latin America looks pretty interesting.
He believes Latin America is pretty interesting. The industrial and precious metals trade is largely a Latin America trade, and Brazil's upcoming election may pressure socialist tendencies, with Brazil expected to outperform.
Latin America MED
Tim Seymour Seymour Asset Management, Fast Money Trader 3:09
Long copper via Latin American miners.
He likes the Latin American industrial metals trade, especially copper. He says investors can own copper through Southern Copper in Peru or Antofagasta in Chile, and these are also global trades.
COPPER SCCO ANTO MED
Tim Seymour Seymour Asset Management, Fast Money Trader 3:31
Brazil outperforms on election pressure.
He expects Brazil to outperform. A big election is coming, and Brazil's socialist tendencies are under pressure.
EWZ HIGH
Tim Seymour Seymour Asset Management, Fast Money Trader 4:21
Deficit spending supports global defense.
He says global themes also include deficit spending to build up arms and defense, suggesting a tailwind for global defense spending.
ITA LOW
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This CNBC video, published January 05, 2026, features Tim Seymour discussing EWY, USD, Asian currencies, KWEB, MITF, BABA, TCEHY, VXUS, NXPI, ASML, Latin America, COPPER, SCCO, ANTO, EWZ, ITA. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Tim Seymour  · Tickers: EWY, USD, Asian currencies, KWEB, MITF, BABA, TCEHY, VXUS, NXPI, ASML, Latin America, COPPER, SCCO, ANTO, EWZ, ITA