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Micron Dropped 10% While DRAM Prices Rose — What It Means for Samsung and SK Hynix
Market Updates Investing & Assets Published July 11, 2026 Micron Fell -10.57% While DRAM Prices Kept Rising — What It Means for Samsung and SK Hynix Memory chip prices are going up. Micron’s stock just went sharply down. Understanding why those two things are happening at the same time — and which side of the…
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Wall Street Has Flipped: Fed Rate Cuts Are Off the Table — What Korean Borrowers Need to Check Now
Six Months Ago, Everyone Expected Rate Cuts. Now Wall Street Says “No.” At the start of 2026, the script seemed clear: the Federal Reserve would cut rates in the second half of the year, the dollar would ease, and Korean mortgage rates would drift lower. Markets positioned accordingly. Then June happened. Between June 28 and…
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Burry Shorts NVIDIA: The Korea Semiconductor Reckoning
The Trade That Has Everyone Talking Again On June 30, 2026, Michael Burry did what he does periodically: he posted his short positions on Substack and let the internet argue. His entry on NVIDIA came at $198.09; his short on the iShares Semiconductor ETF (SOXX) at $642.80.[1][2] Both trades have moved in his favor since.…
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Korea’s Housing Tax Break: 90% Goes to Seoul—What the 2026 Reform Means for You
The Tax Break Nobody Outside Seoul Is Really Using South Korea’s long-term holding special deduction — jangteuk gongje (장기보유특별공제) in Korean — is supposed to reward homeowners who hold property for years. In principle it applies nationwide. In practice, it is one of the most geographically concentrated tax reliefs in the Korean fiscal system. In…
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KOSPI July 1, 2026 Market Close — Foreign & Pension Selling Pushes Index to 8,303, KOSDAQ Bucks Trend
Today’s Snapshot — KOSPI Drops 2%, KOSDAQ Bucks the Trend South Korean equities split sharply on Wednesday, July 1, 2026. The KOSPI closed at 8,303.41, shedding 173.07 points (2.04%) from the previous session. The index had opened in positive territory—briefly topping the 8,600 level on the back of strong overnight gains in U.S. tech stocks—before…
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Seoul’s Mid-Price Apartments Are Vanishing: 180,000 Units Gone in a Year
180,000 Apartments Have Disappeared A figure reported exclusively by Financial News on June 30, 2026, deserves a close look: the number of Seoul apartments priced at 150 million won (KRW) or below dropped by approximately 180,000 units over a single year, with this price tier’s share of all Seoul apartments shrinking by 9 percentage points.…
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Dongtan, Giheung, Guri: LTV Drops to 40% Today — What the Triple Restriction Means
What Changed at Midnight — July 1, 2026 Three satellite cities outside Seoul — Hwaseong Dongtan, Yongin Giheung, and Guri — woke up on July 1, 2026, under a triple-layer of real estate controls. As of midnight, all three were designated Adjustment Target Zone, Overheating District, and Land Transaction Permit Zone simultaneously. The immediate effect:…
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KOSPI Closes H1 2026 at 8,476 — Chips Lead Rebound on Final Session
Semiconductors Carry KOSPI to End a Turbulent First Half South Korea’s benchmark KOSPI closed the final trading session of the first half on a strong note. On June 30, 2026, the index gained 81.83 points, or 0.97%, to settle at 8,476.48 — snapping a three-session losing streak (Korea Exchange, close of June 30, 2026). The…
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Seoul’s Housing Rally Spreads to All 25 Districts — and Dongtan Is Up 11% This Year
Seoul’s Rising Apartment Prices Are No Longer a Gangnam Story For most of the past year, the narrative about Seoul’s housing market centered on Gangnam, Seocho, and the so-called “Ma-Yong-Seong” corridor — Mapo, Yongsan, and Seongdong districts. Then came the week of June 22–28, 2026: all 25 of Seoul’s autonomous districts posted apartment price increases…
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Korea’s Self-Employed Debt Crisis: ₩1,095 Trillion, 12.68% Delinquency, 10 Straight Quarters
1,095 Trillion Won — and Still Climbing On June 24, 2026, the Bank of Korea released its semi-annual Financial Stability Report. Buried in the data was a record that nobody wanted to see: total financial debt held by Korea’s self-employed sector has hit ₩1,095.5 trillion — the highest figure ever recorded (Bank of Korea, Financial…