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September 22 Review: KOSPI Gained 0.15%, Not 1.79%

October 22, 2026September 23, 2026 by James Yoo
Won Surges, Vol Craters: A Risk-On Day With an Oil Twist

The original KOSPI gain of 1.79% is corrected to 0.15%. A dated retrospective with source-linked closing observations and transparent calculations.

Categories Global Macro Tags cross-asset, crude oil, korea-markets, usdkrw, vix 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

2026-09-02 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

2026-08-14 Review: Did Korean Performance Establish China Property Stress?

October 23, 2026August 16, 2026 by James Yoo
China's Property Drag Meets a Weaker Dollar as EM Assets Bid

Historical review through 2026-08-14: Did Korean Performance Establish China Property Stress? Source-linked daily data, a five-observation comparison and explicit corrections.

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

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