Nvidia Just Became Naver’s No. 3 Shareholder. Read the Line That Vanished From the Filing.
Nvidia is taking a 4.5% stake in Naver — ₩1.48tn (~$1.01B) via a third-party share issuance, Naver’s first in 22 years.
KOSPI
−4.5%, +3.6%, +0.7%, +4.4%, −5.7%: Four of Five Sessions Moved More Than 3.5% — and Foreigners Bought ₩5.6tn Anyway
Korea’s market whipsawed all week: down 4.46% Monday, up 4.40% Thursday to reclaim 7,000 for the first time in six sessions, then down 5.72% Friday.
The AI Boom Just Brought Back Rate Hikes — and Korea Went First
On July 16 the Bank of Korea raised rates for the first time in three and a half years — not to fight a slump, but a boom.
Down 9%, Up 6%, Down 6% — Then Korea’s First Rate Hike in Three Years: The Week in 7 Numbers
Korea’s stock market swung −9%, +6%, −6% in four days, then the Bank of Korea hiked for the first time since 2023.
Was 7,200 the KOSPI Bottom?
Korean media called the bear-market exit on July 10. On July 13 the KOSPI fell 8.95% and tripped its seventh circuit breaker of 2026.
Korea Fell 9% in a Day. Is AI Demand Cracking — or Did a Crowded Trade Unwind?
The KOSPI crashed 8.95% on July 13 and broke 7,000. But the won moved 0.13% and refiners rose. What the numbers actually say about the AI trade.
Two Halts, One Record Debut: Korea’s Stock Market This Week in 7 Numbers
A sell-side circuit breaker Tuesday, a buy sidecar Friday, a record Samsung profit and the biggest foreign listing in US history — Korea’s wild week, in…
The ‘Next Japan Trade’ Paradox: Korea Copied Japan’s Playbook, Hard-Coded It Into Law — and Foreigners Still Sold $97 Billion
Korea copied Japan’s governance-reform playbook, then went further and wrote it into law. So why did foreign investors dump a record ₩148 trillion in H1…
EWY Top Holdings: You Bought Two Memory Stocks
SK Hynix and Samsung Electronics are now over half of the EWY ETF — and 57–60% of the KOSPI itself.
Korea’s ‘New Japan Trade,’ One Year In: Did Copying Japan Actually Work?
Global funds call Korea “the new Japan trade.” One year into the Value-Up push, buyback cancellations hit records and the law now forces them — yet…