『How Foreign Investors Are Fleeing Korean Stocks Despite Record Rally』のカバーアート

How Foreign Investors Are Fleeing Korean Stocks Despite Record Rally

How Foreign Investors Are Fleeing Korean Stocks Despite Record Rally

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South Korea's Kospi index plunged 7% on June 8, 2026, as foreign investors continued a massive selloff that has seen billions of dollars exit Korean equities this year. Lucas and Luna unpack the paradox: a record-breaking rally in Korean stocks coexisting with relentless foreign divestment. They trace the story to three structural shifts—the yen carry trade unwind, China's economic slowdown, and Korea's semiconductor cycle—and explain why local retail investors are buying what foreigners are selling. Specific data points include the Kospi's single-day drop, the 19.2% weekly decline in the EWY ETF, and the won's trajectory against the dollar. The episode drills into one concrete question: is this a buying opportunity or a warning sign for global trade? #SouthKorea #Kospi #ForeignInvestors #EWY #YenCarryTrade #SemiconductorCycle #ChinaSlowdown #KoreanWon #EmergingMarkets #TradeFinance #GlobalTrade #SupplyChains #Business #Finance #InternationalBusiness #FexingoBusiness #BusinessPodcast #MarketSelloff Keep every episode free: buymeacoffee.com/fexingo
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