Korean Markets & Policy

The Korean financial landscape has rarely felt more unsettling to those paying close attention. While headline indices and export figures paint a picture of resilience, a quieter conversation is happening among serious market watchers: are the structural conditions underlying Korea’s current inflation environment uncomfortably similar to the leverage-fueled fragility that preceded the 2008 subprime crisis? … Read more

The KOSPI hitting 5,000 points felt like a generational milestone for Korean equity investors — a market once mockingly dubbed “Boxpi” for its years of sideways trading had finally broken free. And then it kept going. With the index now trading above 9,000 and Samsung Electronics plus its preferred shares crossing a combined market cap … Read more

Korea’s stock market has been one of the most volatile battlegrounds for investors in recent memory, with the KOSPI at times shedding nearly 10% in a single session while global peers absorbed far milder blows. As retail investors wrestle with mounting losses and a crisis of confidence, three of our analysts sit down to debate … Read more

Korea’s stock market has been at the center of a heated structural debate, with retail investors pushing for an extended or permanent short-selling ban even as foreign capital flows and global macro pressures continue to batter the KOSPI. We asked three of our regular analysts to weigh in on whether restricting short-selling is the right … Read more