【Triggered by a circuit breaker yesterday, now turned positive today—South Korean stocks catch a breath】

This morning’s script has a twist: South Korean stocks opened down more than 1%, then kept climbing all the way back into positive territory. The Nikkei also rose more than 1%. The confidence comes from hard data—Korea’s exports jumped 52% over the first 20 days of July, with semiconductors surging even more at 180%. However, Citigroup poured cold water by cutting its rating for South Korean stocks, arguing that retail leverage amplifies volatility. Put simply: the fundamentals haven’t deteriorated—the leverage is stirring up the mood. This “truth inside the panic” is what we help you dig into every day. If you understand it, your heart won’t be uneasy. #SKHYNIX $SOXL