Skip to content

Global Invest Daily

  • Home
    • US & Fed
    • Middle East & Energy
    • Global Macro
    • Europe & ECB
    • China & Emerging
  • About This Blog
  • Privacy Policy
  • Contact
  • Disclaimer
  • Return Calculator

capital-flows

September 18 Review: US Stocks Gained Modestly; Capital Flows Remain Unmeasured

October 22, 2026September 21, 2026 by James Yoo
Yields at 5%, Won at 1,386: What It Means for EM Flows

The original S&P 500 gain of 1.31% is corrected to 0.17%, and the Nasdaq gain of 2.09% to 0.39%. A dated retrospective with source-linked closing observations and transparent calculations.

Categories China & Emerging Tags capital-flows, China, emerging markets, Treasury yields, usdkrw Leave a comment

2026-09-14 Review: How Large Was the Corrected Korean Decline?

October 23, 2026September 15, 2026 by James Yoo
KOSPI's 5% Drop Tests the EM Resilience Story

Historical review through 2026-09-14: How Large Was the Corrected Korean Decline? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories China & Emerging Tags capital-flows, emerging markets, Korea KOSPI, korean-won, Treasury yields Leave a comment

2026-09-02 Review: What Was the Recalculated Korean Loss?

October 23, 2026September 3, 2026 by James Yoo
KOSPI Drops 3.8% as Won Slips: What It Signals for EM

Historical review through 2026-09-02: What Was the Recalculated Korean Loss? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories China & Emerging Tags capital-flows, china-property, emerging markets, Korea KOSPI, usdkrw Leave a comment

2026-08-07 Review: Was the Korean Decline as Large as Reported?

October 23, 2026August 10, 2026 by James Yoo
Korean Equities Slide as China-EM Currency Divergence Widens

Historical review through 2026-08-07: Was the Korean Decline as Large as Reported? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories China & Emerging Tags capital-flows, China, emerging markets, Korea KOSPI, yuan Leave a comment

Recent Posts

  • How to Read Daily Market Returns Without Mixing Trading Sessions
  • October 16 Market Review: KOSPI Rises as US Stocks Slip
  • KOSPI and the Won on October 16: What the Corrected Data Show
  • VIX on October 16: A 21.45% Rise Is Not a Stock-Market Return
  • October 15 Market Review: Oil Rises While US and Korean Stocks Diverge

Categories

  • China & Emerging
  • Europe & ECB
  • Global Macro
  • Middle East & Energy
  • US & Fed

Tag Clouds

asia-fx Asia equities capital-flows China china-cny cross-asset crude oil dollar-index ecb-policy em-flows emerging markets energy markets Energy Prices eur-usd europe-ecb export-cycle fed-rate-cuts Federal Reserve Fed policy fiscal policy geopolitical risk geopolitics gold inflation iran Korea KOSPI korean-won market volatility Middle East Nasdaq oil markets oil prices periphery-spreads risk-off safe-haven assets safe-havens semiconductors stagflation Strait of Hormuz Treasury yields usd-krw USD/JPY usdkrw vix wti-crude

Search

© 2026 Global Invest Daily • Built with GeneratePress