00:02you're listening to ai prism from seoul economic daily the one strengthened on the day the cosby
00:08fell 4.58 that combination almost never happens foreign investors dumped 3.33 trillion won of
00:18korean stocks in a single session about 2.3 billion dollars the won still pushed to 1414.5
00:27per dollar intraday its strongest level in 10 months and global buyout funds are sitting on 100
00:34trillion won of asia dry powder that korea's new rules barely touch it's friday august 7th here's
00:43why global investors are paying attention to korea today exporter dollar selling and inflows tied to
00:49sk hynix's adr listing have pushed dollar supply above demand in seoul easing middle east tension
00:56has steadied oil while a firmer yen has dragged the dollar lower across asia at the same time
01:02the national assembly has filed 11 capital markets bills aimed at domestic private equity since july
01:092025 here's what the numbers show the won closed at 1423.8 per dollar down 0.71 after touching 1414
01:22.5
01:23intraday the strongest level since october 2nd last year foreign investors sold a net 3.33 trillion won
01:31of korean equities roughly 2.3 billion dollars the cosby fell 4.58 and triggered a sell-side sidecar
01:40during the session the seven largest global buyout managers active in korea hold about 100 trillion won
01:48in their latest asia funds near 70 billion dollars and raise almost all of it offshore overseas capital
01:56took more than 70 percent of korean m&a deals above 500 billion won last year about 350 million dollars
02:04and up the pending bills cap private equity leverage near 200 percent and add pay disclosure and worker
02:12notification duties applied to domestically registered funds only washington's section 301 overcapacity
02:20tariffs are expected this month with korea's combined rate targeted below 15 percent so what does this
02:28mean for global investors weighing korea exposure earlier we said the won rose while foreigners sold
02:34here's what that actually means for you equity outflows are no longer feeding through into currency risk
02:40which changes the hedging math on a korea position while the regulatory gap between onshore and offshore
02:48capital widens in favor of foreign managers watch the section 301 tariff notice due before the end of
02:56august watch whether the hormuz draft is signed and at what fee iran is seeking five to seven percent of
03:03cargo value against oman's three percent watch the national assembly's handling of the private equity
03:10leverage cap this session that's today's ai prism global investors this episode was produced with ai
03:17assistance based on sole economic daily reporting and reviewed by a human editor ai prism is a juan ifra
03:25award-winning series we'll be back tomorrow you've been listening to ai prism from sole economic daily
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