"The KOSPI fell over 18% in the two trading days after the U.S.-Iran conflict began, marking its worst-ever daily selloff. This panic created a buying opportunity as ceasefire talks emerged."
"Since President Lee Jae Myung took office in June 2025, Seoul has pursued a sweeping corporate governance overhaul aimed at eliminating the 'Korea discount' in valuations."
"The Direxion Daily MSCI South Korea Bull 3X Shares (KORU) is up 155% year-to-date and approximately 1,165% over the past twelve months, reflecting strong market dynamics."
"The government moved to ban duplicate listings by holding companies and their subsidiaries, a practice estimated to account for 20% of South Korea's total market capitalization."
KOSPI has experienced significant growth, with a 155% increase year-to-date and 1,165% over the past year. This surge is attributed to corporate governance reforms in South Korea, a semiconductor supercycle, and geopolitical tensions that temporarily lowered equity prices. The U.S.-Iran conflict initially caused an 18% drop in KOSPI, but subsequent ceasefire talks led to a rapid recovery. The government’s reforms aim to close the valuation gap of Korean conglomerates, enhancing market confidence and attracting investment.
Read at 24/7 Wall St.
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