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Exponential Learning · Tuesday · 3 min

Korea's Vertigo: Inside KOSPI's October Rout

A detailed two-host summary of Morgan Stanley's October 13, 2026 Korea strategy note 'Another Bout of Vertigo'. Covers the KOSPI's 13.4% October decline, the liquidity crunch (foreign de-risking, weak domestic flows, W60tn in buybacks), chipmaker weakness (SK hynix -21%, Samsung -16%), the capitulation index at -1.51, and the defensive sector rotation into Banks and Energy.

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A detailed two-host summary of Morgan Stanley's October 13, 2026 Korea strategy note 'Another Bout of Vertigo'. Covers the KOSPI's 13.4% October decline, the liquidity crunch (foreign de-risking, weak domestic flows, W60tn in buybacks), chipmaker weakness (SK hynix -21%, Samsung -16%), the capitulation index at -1.51, and the defensive sector rotation into Banks and Energy.

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