Foreign investors have withdrawn roughly $110bn from the South Korean equity market YTD, a record, largely to avoid allocation imbalance after the market’s rapid rally, leaving domestic retail investors to absorb most buying. After net buying 42.4 trn KRW in June, retail investors have net purchased 13.2 trn KRW of KOSPI stocks so far this month. Margin financing for KOSPI stocks was 280 trn KRW as of July 14, down from a record 298 trn KRW on June 24. Lyon Securities chief equity strategist Ale

2026-07-14

Foreign investors have withdrawn roughly $110bn from the South Korean equity market YTD, a record, largely to avoid allocation imbalance after the market’s rapid rally, leaving domestic retail investors to absorb most buying. After net buying 42.4 trn KRW in June, retail investors have net purchased 13.2 trn KRW of KOSPI stocks so far this month. Margin financing for KOSPI stocks was 280 trn KRW as of July 14, down from a record 298 trn KRW on June 24. Lyon Securities chief equity strategist Alexander Redman said Korea remains the firm’s largest overweight but the firm has begun trimming positions; he flagged concern the market is increasingly retail-driven with heavy use of margin.

其他消息
2026-07-13

伊朗外交部:无论是在核问题上,还是在涉及伊朗国家安全与国家主权的其他议题上,伊朗都将根据自身判断作出决策。

2026-07-14

亚股 1. 中国上证综指7月13日(周一)收盘下跌82.37点,跌幅:2.06%,报3913.79点; 2. 中国深证成指7月13日(周一)收盘下跌523.82点,跌幅:3.48%,报14522.85点; 3. 中国沪深300指数7月13日(周一)收盘下跌85.4点,跌幅:1.79%,报4695.38点; 4. 中国创业板指数7月13日(周一)收盘下跌119.22点,跌幅:3.1%,报3723.52点; 5. 中国科创50指数7月13日(周一)收盘下跌70.66点,跌幅:3.42%,报1994.32点; 6. 香港恒生指数7月13日(周一)收盘上涨38.6点,涨幅0.16%,报24213.72点; 7. 香港恒生科技指数7月13日(周一)收盘下跌45.23点,跌幅0.96%,报4676.43点。 欧股 1. 德国DAX30指数7月13日(周一)收盘上涨22.95点,涨幅0.09%,报25108.37点; 2. 英国富时100指数7月13日(周一)收盘下跌5.86点,跌幅0.06%,报10491.43点; 3. 法国CAC40指数7月13日(周一)收盘上涨25.68点,涨幅0.31%,报