Why Foreign Investors Pulled Out $12 Billion From KOSPI in November — The Real AI, FX, and Risk Cycle Behind the Sell-Off
KOSPI · Foreign Flows · AI Cycle 📘 Part 1. Why Are Foreign Investors Pulling So Much Money Out of the KOSPI Right Now? — “This isn’t just about Korea. It’s the first deep breath in a global tech rally.” Foreign investor flows in November 2025 AI · Semiconductors · FX · Value-Up November 2025 has been an unusually tense month for the Korean stock market. Index swings have been sharp, but what really stands out beneath the surface is the sheer scale of foreign selling — very different from what we’ve seen in the past. Many investors are probably thinking something like this: “Earnings don’t look that bad… so why are they dumping this much?” “Is Korea out of favor now, or is this just part of a bigger global move?” To answer that properly, we need to break it down into three parts: ① How much have ...