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−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

2026-07-262026-07-26 by Mr. Gat

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.

Categories Market Trends Tags bear market, EWY, foreign investors, Korea stock market, KOSPI, margin debt, semiconductors, sidecar, SK Hynix earnings, volatility Leave a comment

Buying Nvidia Buys the AI Demand. In San Francisco, Korea Just Made a National Claim on the AI Supply.

2026-07-25 by Mr. Gat

On July 24 President Lee Jae-myung stood in San Francisco — after meetings with the CEOs of Nvidia, OpenAI, Anthropic and Broadcom — and declared Korea…

Categories Market Trends Tags AI supply chain, EWY, Gwangju fab, HBM, Korea AI strategy, Korea policy, Lee Jae-myung, Nvidia, OpenAI, San Francisco AI Declaration, semiconductors Leave a comment

The AI Boom Just Brought Back Rate Hikes — and Korea Went First

2026-07-21 by Mr. Gat

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.

Categories Market Trends Tags AI boom, Bank of Korea, BOK, Federal Reserve, HBM, inflation, KOSPI, margin debt, rate hike, semiconductors, South Korea interest rate, USD KRW, won Leave a comment

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