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emerging markets

October 16 Market Review: KOSPI Rises as US Stocks Slip

October 21, 2026October 19, 2026 by James Yoo
Fed Watch: 10-Year at 5.10% as Nasdaq Falls 2.07% and VIX Jumps

A corrected review of October 16 completed sessions: KOSPI gained 2.05%, US equities declined, and VIX rose. Sources, dates and limits of the comparison.

Categories US & Fed Tags emerging markets, equity-volatility, Fed policy, oil prices, Treasury yields Leave a comment

October 14 Market Review: KOSPI Falls 0.44%, Not 5.88%

October 22, 2026October 15, 2026 by James Yoo
KOSPI's 5.88% Drop Tests the EM Story as Oil and Yields Climb

The original 5.88% KOSPI decline used an incorrect comparison baseline. A dated retrospective with source-linked closing observations and transparent calculations.

Categories China & Emerging Tags emerging markets, Korea KOSPI, oil prices, risk sentiment, Treasury yields Leave a comment

October 8 Market Review: KOSPI Fell 2.62% as Oil Rose

October 22, 2026October 9, 2026 by James Yoo
KOSPI's 4.5% Drop Tests the Asia and EM Risk Narrative

The original 4.54% KOSPI decline is corrected to 2.62%. A dated retrospective with source-linked closing observations and transparent calculations.

Categories China & Emerging Tags china-exposure, emerging markets, Korea KOSPI, oil prices, Treasury yields Leave a comment

September 25 FX Review: Won and Yen Data Do Not Establish a Yuan Move

October 22, 2026September 27, 2026 by James Yoo
Yuan Firms as Asia FX Rallies While Gold and Yields Diverge

The earlier title asserted yuan strength without a yuan series. A dated retrospective with source-linked closing observations and transparent calculations.

Categories China & Emerging Tags asia-fx, China, china-cny, emerging markets, Treasury yields Leave a comment

September 21 Review: Stocks Rose as WTI Fell 4.51%

October 22, 2026September 22, 2026 by James Yoo
Oil Slides, Risk Assets Rally as Fuel Protests Spread in Pakistan

The original KOSPI gain of 4.35% is corrected to 1.65%. A dated retrospective with source-linked closing observations and transparent calculations.

Categories Middle East & Energy Tags crude oil, emerging markets, korean-won, risk sentiment, wti-crude Leave a comment

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

September 17 Review: KOSPI Slipped 0.04%, Rather Than Setting a New Daily High

October 22, 2026September 18, 2026 by James Yoo
Won Slides Past 1,380 as KOSPI Hits Record on AI Chip Bid

The previous article described a 1.33% KOSPI gain and a fresh record. A dated retrospective with source-linked closing observations and transparent calculations.

Categories China & Emerging Tags emerging markets, Korea KOSPI, semiconductors, 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

2026-09-11 Review: Did the Korean Return Establish a CPI Reaction?

October 23, 2026September 12, 2026 by James Yoo
KOSPI Drops 2% as Won Holds Near 1,340 Ahead of US CPI Fallout

Historical review through 2026-09-11: Did the Korean Return Establish a CPI Reaction? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories China & Emerging Tags emerging markets, export-cycle, Korea KOSPI, korean-won, semiconductors Leave a comment

September 8 Review: KOSPI Fell 0.58%, Reversing the Earlier Rally Narrative

October 22, 2026September 9, 2026 by James Yoo
KOSPI Jumps 4% as Won Steadies While Yuan-Linked EM Assets Diverge

The original 4.00% KOSPI gain had the wrong sign. A dated retrospective with source-linked closing observations and transparent calculations.

Categories China & Emerging Tags asia-fx, china-cny, emerging markets, Korea KOSPI, Treasury yields Leave a comment
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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

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