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export-cycle

KOSPI and the Won on October 16: What the Corrected Data Show

October 22, 2026October 18, 2026 by James Yoo
KOSPI Drops 5.67% as Won Firms: Korea's Export Cycle Under Scrutiny

Corrected October 16 data show KOSPI up 2.05% and USD/KRW up 0.12%. Why trading windows matter before drawing export or capital-flow conclusions.

Categories China & Emerging Tags export-cycle, Korea KOSPI, korean-won, semiconductors, 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

August 18 Review: KOSPI Fell 1.55%, Alongside US Equity Declines

October 22, 2026August 19, 2026 by James Yoo
KOSPI Tops 6,870 as Won Steadies While Wall Street Slides

The original 0.83% Korean gain is corrected to a 1.55% decline. A dated retrospective with source-linked closing observations and transparent calculations.

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

2026-08-12 Review: How Much of the Five-Session Korean Move Came on the Last Day?

October 23, 2026August 13, 2026 by James Yoo
KOSPI's 4.4% Surge Puts Korea's Export Cycle Back in Focus

Historical review through 2026-08-12: How Much of the Five-Session Korean Move Came on the Last Day? 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

2026-07-13 Review: How Large Was the Recalculated Korean Drawdown?

October 23, 2026July 14, 2026 by James Yoo
KOSPI Sinks 6.65% as Won Slides Past 1,497

Historical review through 2026-07-13: How Large Was the Recalculated Korean Drawdown? Source-linked daily data, a five-observation comparison and explicit corrections.

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

2026-07-07 Review: Did the Index Decline Identify a Semiconductor Cause?

October 23, 2026July 8, 2026 by James Yoo
KOSPI's 5% Drop Exposes Korea's Semiconductor Export Vulnerability

Historical review through 2026-07-07: Did the Index Decline Identify a Semiconductor Cause? Source-linked daily data, a five-observation comparison and explicit corrections.

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

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  • 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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