South Korea’s semiconductor-heavy Kospi Index fell 10% from record highs, signaling pressure in tech-linked equities. At the same time, investors rotated into China’s Hang Seng China Enterprises Index, which jumped more than 4% in one day (its biggest gain since April 2025), suggesting a near-term shift in regional risk appetite.
South Korea’s semiconductor-heavy Kospi Index fell 10% from record highs, signaling pressure in tech-linked equities. At the same time, investors rotated into China’s Hang Seng China Enterprises Index, which jumped more than 4% in one day (its biggest gain since April 2025), suggesting a near-term shift in regional risk appetite.
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mildly negative
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