Group 1 - On January 30, global investors recorded the highest net selling of the South Korean stock market in two months [1][2] - According to data from the Financial Supervisory Service of Korea, foreign funds net purchased $720.8 million in South Korean bonds on January 30, marking the fifth consecutive day of buying [1][2] - Data from the exchange indicated that global funds net sold $1.48 billion in South Korean stocks on January 30, the largest scale since November 21, 2025 [1][2]

Group 1 - In May, foreign net investment in South Korean bonds increased by 11.34 trillion won, compared to an increase of 11.26 trillion won in April [1] - In May, foreign net investment in the South Korean stock market increased by 2.01 trillion won, while in April there was a decrease of 13.59 trillion won [1]

Group 1 - The new left-leaning president of South Korea, Lee Jae-myung, is expected to initiate a fiscal expansion era accompanied by rising government debt, leading to increased challenges for South Korean bonds [1][3] - The yield on 10-year South Korean government bonds surged over 10 basis points to 2.90%, reflecting investor concerns about increased debt supply following Lee's election [1][3] - The Ministry of Finance plans to issue 207.1 trillion KRW (approximately 150.7 billion USD) in government bonds this year, with expectations of additional stimulus measures that could further increase debt issuance [3] Group 2 - Major banks, including Morgan Stanley, predict that the Lee administration will introduce a second round of stimulus worth at least 35 trillion KRW, while ING forecasts it could be between 40 trillion and 45 trillion KRW [3] - Analysts suggest that if the second supplementary budget is around 30 trillion KRW, it could lead to an additional 25 trillion KRW in government bond issuance for the year [3] - The South Korean stock market has entered a "technical bull market," driven by expectations of accelerated economic expansion under Lee's government [3][4] Group 3 - Lee Jae-myung has set a target for the KOSPI index at 5000 points, indicating a strong focus on enhancing the valuation of South Korean stocks and addressing the "Korea discount" phenomenon [4] - The KOSPI index closed around 2770 points, reflecting market optimism regarding potential policy-driven growth in the stock market [4]