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The Korean won strengthened, yet foreign investors were selling Korean stocks. That combination can look puzzling if you use the exchange rate as a quick signal for equity inflows. A stronger won can improve a dollar investor’s currency return, but it does not prove that foreign money is entering Korean shares. Currency trading and stock trading need to be checked separately. Contents What happened in Korea on September 28? Why can the won rise while foreigners sell stocks? What should a dollar investor check? What happened in Korea on September 28? South Korea reopened its stock market after the Chuseok holiday. Wall Street had risen on its previous trading day, but Korean shares moved the other way. At 11:20 a.m. in Seoul, the KOSPI was down 2.37%. Samsung Electronics had fallen 4.29% and SK hynix 4.73%. Foreign and institutional investors were selling shares. Yet USD/KRW stood at 1,361.2, down 4.2 won from the previous domesti...

South Korea’s KOSPI jumped more than 2% on September 18, 2026, as lower oil prices, easing U.S. Treasury yields and a rebound in technology stocks brought investors back into risk assets. The rally was part of a broader recovery across Asia, but South Korea moved more sharply as Samsung Electronics and SK Hynix strengthened and foreign investors returned to net buying. For global investors, the day’s move is easier to understand by looking at three markets together: oil, U.S. bonds and semiconductors. Contents KOSPI Jumps as Asian Markets Recover Wall Street’s Tech Rebound Reaches Seoul Oil and U.S. Treasury Yields Ease Pressure What to Watch Next KOSPI Jumps as Asian Markets Recover Asian stocks moved higher on September 18 after several difficult sessions dominated by expensive oil, inflation concerns and rising global interest rates. South Korea stood out. The KOSPI climbed more than 2%, while the broader MSCI Asia-Pacific index outside Japan gained around 1...