KOSPI and KOSDAQ are moving out of sync, and investors are feeling the whiplash. CEO Lee Ji-hwan breaks down foreign selling, Micron earnings, rate risks, and sectors to watch as October begins. Get a clearer read on this choppy market before making your next move.
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0:07 - Why the Market Feels Out of Sync
3:41 - Micron, Investor Flows, and Positioning
6:31 - KOSDAQ Rotation and Sector Opportunities
9:59 - Micron, Inflation Data, and Rate Outlook
14:24 - October Outlook and Investor Strategy
17:03 - Month-End Trading and October Rebound
20:32 - Micron Results and Semiconductor Positioning
22:07 - October Focus: AI Infrastructure and Power
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