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Korea KOSPI

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: Which Global Inputs Were Actually Measured for Europe?

October 23, 2026September 14, 2026 by James Yoo
Euro Wobbles as Bund-BTP Spread Tests ECB's Patience

Historical review through 2026-09-11: Which Global Inputs Were Actually Measured for Europe? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Europe & ECB Tags ecb-policy, energy markets, europe-ecb, Korea KOSPI, periphery-spreads 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

2026-09-04 Review: What Does a Won Quote Show About Korean Returns?

October 23, 2026September 6, 2026 by James Yoo
Won Strengthens as KOSPI Tops 6,687 on Semiconductor Bid

Historical review through 2026-09-04: What Does a Won Quote Show About Korean Returns? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories China & Emerging Tags asia-fx, Korea KOSPI, semiconductors, Treasury yields, usd-krw 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

2026-08-28 Review: Did the Currency Move Explain the Korean Equity Result?

October 23, 2026August 31, 2026 by James Yoo
Won Firms, KOSPI Slips: What It Means for Korea's Chip Trade

Historical review through 2026-08-28: Did the Currency Move Explain the Korean Equity Result? Source-linked daily data, a five-observation comparison and explicit corrections.

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

2026-08-27 Review: What Can a Korean Index Say About a China Property Claim?

October 23, 2026August 28, 2026 by James Yoo
China Property Drag Meets EM Rally as KOSPI Jumps 2.5%

Historical review through 2026-08-27: What Can a Korean Index Say About a China Property Claim? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories China & Emerging Tags China, china-cny, em-flows, emerging markets, Korea KOSPI Leave a comment

August 25 Review: KOSPI Gained 0.68% as the US Yield Fell

October 22, 2026August 26, 2026 by James Yoo
Yields Slip, Gold Climbs as Fed Bets Firm Into Year-End

The earlier 2.46% KOSPI decline is corrected to a 0.68% gain. A dated retrospective with source-linked closing observations and transparent calculations.

Categories US & Fed Tags Fed policy, fed-rate-cuts, gold, Korea KOSPI, Treasury yields Leave a comment

2026-08-24 Review: How Did Won and Korean Equity Changes Compare?

October 23, 2026August 25, 2026 by James Yoo
Won Slides, KOSPI Drops 2.3% as Iran Sanctions Hit Oil

Historical review through 2026-08-24: How Did Won and Korean Equity Changes Compare? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Middle East & Energy Tags asia-fx, iran-sanctions, Korea KOSPI, korean-won, oil prices Leave a comment
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  • 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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