00:00foreign institutional flows into korea have been volatile this week and the numbers are worth a
00:05closer look korea's cosby has fallen more than 40 percent from its june peak let's look at what's
00:10happening it's tuesday november 3rd here's why global investors are paying attention to korea
00:16today the cosby has dropped over 20 percent since early october and the decline is steeper than in
00:21the 2000 and 2008 crashes at this stage semiconductor and ai related stocks have fallen sharply with
00:28the philadelphia semiconductor index underperforming the s&p 500 to levels last seen in october 2022
00:35and april 2025 foreign capital remains a key swing factor for the index here's what the numbers show
00:42brent crude climbed to 115 to 116 dollars a barrel its highest level in six months and up 1.8
00:50times
00:50over the past year historically when oil doubles global recession risk rises china's crude imports
00:57fell 45 percent from pre-war levels but they are now rebuilding reserves which removes a cushion
01:03against a renewed u.s iran conflict spot level oil stress could pressure u.s consumption and corporate
01:09capex bitcoin etfs saw 643 million dollars in net outflows in a single day on october 30th the largest
01:18one-day outflow since june 25th the tokyo-based mizuho and mitsubishi ufj are underwriting anthropics
01:25share offering which could bring up to 3.5 billion dollars from japanese investors alphabet
01:31has also moved to its second euro bond issuance this year pricing a two-year note at about 0.6
01:37percentage points over the benchmark rate those spreads widened as investors questioned how long
01:42ai capex can be funded so what does this mean for global investors weighing a korea position this quarter
01:48earlier we said the ai and semiconductor sell-off had outpaced fundamentals here's what that actually
01:54means for you the question is whether the cash rich names outperform the leveraged ai build out
02:00and whether oil stays elevated long enough to force a rate response watch the correlation between foreign
02:06net buying and the cosby weight because a reversal there would signal a rotation rather than a bottom
02:12that's today's ai prism global investors this episode was produced with ai assistance based on
02:18sole economic daily reporting ai prism is a juan ifra award-winning series we'll be back tomorrow
