South Korea: A Binary Bet on the Strait of Hormuz
South Korea's semiconductor supercycle meets geopolitical reality—why the world's hottest market just crashed 12% in a day and what history says comes next.
Executive Summary
KOSPI Overview: The Korea Composite Stock Price Index (KOSPI) is the benchmark equity index for South Korea, tracking all common stocks traded on the Korea Exchange. Dominated by semiconductor giants Samsung Electronics and SK Hynix, the index serves as a barometer for global technology demand and Asian export cycles. With a market capi…
