00:00if you hold korean tech stocks the next few weeks could feel rough here's why and what to watch before
00:06you act foreign investors sold two point five trillion one of korean stocks in one session that's their largest outflow
00:13this month totaling four point four trillion one korea's chip stocks fell while battery and solar name surged and the
00:20feds rate outlook is shifting it's thursday november fifth
00:24let's look at what this means for retail investors in korea here's the context the democrats won a sweeping victory
00:31in the u.s midterm elections taking control of congress asian markets reacted sharply and the cosby swung more than
00:38four percent intraday before closing up zero point six two percent at five thousand six hundred eighty three point eight
00:44zero the main concern is tighter rules on ai data centers over power use environmental impact and electricity bills
00:52slower data center construction could mean weaker demand for hbm and dram chips analysts expect this volatility to persist for
01:01months not weeks here's what the numbers show samsung electronics closed at two hundred eighteen thousand one down zero point
01:09six eight percent while sk hynix fell zero point one four percent to one million three hundred ninety six thousand
01:16one foreign investors sold twenty four point nine nine eight trillion one of korean stocks on tuesday
01:22alone bringing november's net selling to forty four point zero four two trillion one battery names lg energy solution and
01:30samsung sdi rose five point zero three percent and eleven point five seven percent while hanwa solutions jumped eighteen point
01:39six four percent and oci holdings gained ten point three eight percent u.s ten-year treasury yields fell from
01:46four point nine seven percent to four point nine zero percent and the dollar index dropped to its low
01:52level since late september the one dollar rate however edged up to one thousand three hundred forty one point five
01:59economists say it's too early to call a lasting trend so what does this mean for retail investors holding korean
02:06equities first sector rotation is in play chip and ai data center stocks face regulatory pressure while energy storage and
02:14renewable names are gaining attention second watch the flow data
02:18persistent foreign selling is the biggest near term risk to the index third keep an eye on u.s yields
02:25and corporate earnings if treasury yields keep falling and ai spending holds up the korean market could steady earlier we
02:33said the political uncertainty was driving volatility here's what that actually means for you diversification matters more than ever right
02:40now that's today's ai prism retail investors
02:44this episode was produced with ai assistance based on seoul economic daily reporting ai prism is a juan ifra award
02:51-winning series we'll be back tomorrow
