"The Real Reason Behind Foreign Selling": How Far Will Our Market Fall, and Why You Must Not Sell Now (with Representative Jo Jin-pyo and Managing Director Heo Jae-hwan)
Learning guide
- What to look for
- You can check the three reasons named for foreign selling — AI value-chain position, post-surge weight trimming, and won strength — with specific figures. In one video you can organize the backdrop to the US 10-year yield's break above 5.3%, the equity-versus-cash table by rate regime, the five-question US investing self-check, and the stock-by-stock checkpoints across the four KOSDAQ pillars.
- Why it matters
- Learning the link that reads the US AI rally as a leading signal for Korean memory demand, plus debt, cash, and earnings screens for picking stocks under prolonged high rates, will help you interpret rate news, foreign flows, and earnings releases on your own.
ASSETCASTING interpretation and review
The text below is an ASSETCASTING author’s interpretation, not the original video creator’s statement or official position. Opinion itself does not replace fact-checking.
In my view, the midterm outcome is hard to predict. Negative sentiment toward Trump and low approval ratings alone cannot settle a Republican defeat, and the actual result could turn out differently. Still, regardless of the outcome, the US will not give up its AI supremacy race, so issues like data-center construction delays should ease gradually and investment should pick up speed again.
Timeline
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