KOSPI Breaks 2,750 as Chip Giants Lead a Year-High Rally
Samsung Electronics and SK Hynix surged in tandem, pushing the KOSPI past 2,750 for the first time this year, as both foreign and institutional investors turned net buyers.
8분Global Brief
- New York
Several Fed officials strike cautious tone on a September cut
- Tokyo
Nikkei hits record high as yen weakness persists
- Shanghai
China expands bond issuance to fund stimulus
- Frankfurt
ECB holds deposit rate as inflation nears target
- London
Brent rises for a second day on supply concerns
8분Across the Desks
Full front page
Battery Makers to Jointly Expand Capacity in Second Half
LG Energy Solution, Samsung SDI, and SK On each unveiled plans for new North American production lines.
Bitcoin Retakes ₩95 Million, Highest Since the Halving
Steady inflows into spot ETFs have reignited the post-halving uptrend.
Gold Tops $2,400 an Ounce on Safe-Haven Demand
A mix of geopolitical risk and rate-cut bets has pushed gold near record territory.
June Exports Rise 12%, Led by Semiconductors
Memory-chip shipments posted double-digit growth, extending the trade surplus to nine straight months.
Sections and columns
Domestic Equities
Domestic EquitiesKOSPI Breaks 2,750 as Chip Giants Lead a Year-High Rally
Samsung Electronics and SK Hynix surged in tandem, pushing the KOSPI past 2,750 for the first time this year, as both foreign and institutional investors turned net buyers.
Global Markets
Global Markets
Nasdaq Jumps 1.8% as U.S. CPI Comes In Below Forecast
June U.S. consumer price data came in softer than expected, sending the Nasdaq up 1.8% and reviving rate-cut hopes.
Bonds
BondsTreasury Yields at Four-Month Low as October Cut Bets Build
The 3-year yield has slid into the 3.2% range as markets begin pricing in a further rate cut this year. The question is how long the bond rally can run.
FX
FX
Won Is Asia's Strongest Currency — Can the Export Tailwind Last?
A rebound in chip exports and a wave of foreign equity inflows have driven the won's strength. Volatility remains high pending the Fed's next move.
Commodities & Crypto
Live prices · 15-min delayWTI
$78.42
0.6%
Brent
$81.34
0.3%
Gold
$2,388.0
0.8%
Silver
$28.65
1.1%
Bitcoin
$68,900
2.4%
Ethereum
$3,510
0.5%
Economy
Economy수출
June Exports Rise 12%, Led by Semiconductors
Memory-chip shipments posted double-digit growth, extending the trade surplus to nine straight months.
물가
CPI Rises 2.1%, Nearing the Central Bank's Target
Softer food and energy prices eased the pace of price gains.
경상수지
Current Account Surplus Extends to Eight Months
A rebound in chip exports drove the improvement in the goods balance.
Industry & Companies
Industry & Companies2차전지
Battery Makers to Jointly Expand Capacity in Second Half
LG Energy Solution, Samsung SDI, and SK On each unveiled plans for new North American production lines.
파운드리
Foundry Utilization Recovers to 90% on Inventory Reset
Client destocking appears to be winding down, lifting utilization quickly.
이커머스
Three E-Commerce Majors Turn Profitable in Q3
Logistics efficiency and ad revenue growth drove the margin improvement.
Analysis & Opinion
Opinion
There's No Need to Rush — or Delay — the Next Rate Cut
Pinning a cut to a single inflation print is premature. Credibility in monetary policy comes from consistency, not speed.
Ha-yoon Lee
Macro Columnist
The Era of Cheap Liquidity Is Over
Markets that grew comfortable with near-zero rates will need longer than expected to adjust to the new regime.
Woo-seok Jung
Semiconductor Columnist
Is This Memory Cycle Really Different?
AI demand is called structural this time. History says the cycle has heard that before.
So-yul Kim
Property & Credit Columnist
The Project-Finance Crisis Isn't Over — It's Just Gone Quiet
Fading headlines don't mean fading risk. The next flashpoint already has a timer on it.
Opening Bell
Everything you need before the market opens.
Every weekday at 8 a.m. we send the six stories that matter, plus the indices, rates, and FX levels at a glance. Written and edited by the desk.