20260825 Domestic Economic Issues

🗂KOSPI Threatened Below 6,700 Amidst Foreigners' Massive 3.7 Trillion Won Net Selling The KOSPI experienced a sharp decline as foreign investors unleashed a massive sell-off worth 3.7 trillion won in the stock market. Weakening expectations for shareholder returns from major semiconductor stocks and global supply chain concerns fueled the desire for profit-taking. 🗂Won/Dollar Exchange Rate Drops to Early 1,380s Amidst Surge in Export Companies' Dollar Sales Contrary to the stock market's sell-off sentiment, the won/dollar exchange rate fell to 1,382.4 won in the Seoul foreign exchange market, driven by dollar sales (nego) from export companies at the end of the month. It attempted to break into the 1,370s during trading hours, continuing its downward trend. 🗂Consumer Sentiment Index (CCSI) Falls for the First Time in 4 Months Due to Increased Market Volatility and High Inflation According to the Bank of Korea, the consumer sentiment index for August fell by 2.3p from the previous month to 104.5, marking a decline for the first time in four months. Persistent high inflation and the contraction of asset effects due to recent stock market fluctuations are believed to have dampened household spending sentiment.