20260904 Domestic Economic Issues

🗂KOSPI Surges 1.64% on Joint Buying by Institutions and Foreigners Fueled by positive sentiment from the US Federal Reserve and stabilizing government bond yields, both institutions (₩1.67 trillion) and foreign investors (over ₩500 billion) engaged in joint net buying, driving the KOSPI up by 1.64% to strongly rebound around the 6,680 mark. 🗂Won/Dollar Exchange Rate Enters the 1,340s During Trading, Closing Significantly Down at 1,350.4 Won As downward pressure on the dollar eased and foreign exchange supply/demand improved, the won/dollar exchange rate closed at 1,350.4 won, down 8.9 won from the previous day. It touched the 1,340s during trading, deepening its downward stabilization trend. 🗂Resumption of Rally Led by Large Semiconductor Stocks, Financials, and Value-up Stocks With the wave of foreign selling coming to a halt, major semiconductor stocks like Samsung Electronics and SK Hynix successfully rebounded. Additionally, capital inflows remained robust into financial stocks, which benefit from the Bank of Korea's interest rate hikes and possess high-dividend momentum.