Categories

39 pages

Macro-Insight

Have Foreign Investors Returned? Korea's KRW 2.7tn Buy Is Still Only a 3.6% Reversal

Why the AI Supercycle Keeps Stretching: Agent Demand, IPO Funding, and the Cheapest Asset Still Standing — Memory and Storage

US May 2026 CPI Preview: Base Case Is Core +0.26%, Defense Starts Above +0.35%

AI Supercycle Midgame: Rate Risk Is Rising, But the Red Flags Are Not Yet Observed

The Jobs Shock Is the Hard-Data Version of May's Rate Shock: KOSPI Needs to Hold 8,000

After Strong U.S. Jobs, CPI, BOJ and FOMC Matter: Korea Needs a Reaction Function, Not a Forecast

Can the SpaceX IPO Move Korean Equities? Not a Liquidity Crisis, But an AI, Space and HBM Rebalancing Event

Real Money Flow Framework: Why Korean Institutional Buying Can Mislead

Why Is KOSDAQ Falling If Foreigners Are Buying? Real Money and ADR 60 Matter

Korea Has Liquidity, But Breadth Has Broken: Foreign Reallocation and the Narrow Leadership Market