Measures put in place by the Korean government will help kospi to recover.
u/doronj ·
Reddit — r/stocks
· July 30, 2026 at 06:16
· ⬆ 22 pts
· 💬 28 comments
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The Koreans are putting in place **measures that are designed for Kospi to recover in time**. In particular pt.4 in the attached which is the infusion of liquidity. Once the leveraged accounts are liquidated and measures take effect, incl. pt 4, I can see kospi up again. **If kospi is up, nasdaq will follow.**
The next 2 weeks will be critical.
I also see nvda, sndk and mu starting to recover since *nothing negative on fundamentals* (quite opposite). This semi and memory drop is a **structural problem** (generated in Kospi) not a **fundamental** one.
If you understand that, it may alleviate some of your pain... we've been hit a lot, let's now hope for the market to
1) stabilise and
2) recover.
Have seen this from 30 years in investing. We are at the beginning of the creation of a new industry, valuations are decent (so not the Internet bubble where valuations were through the roof) and I don't see AI adoption topping anytime soon.
Institutions are manipulating this also so that they are "in" cheap on all tech stocks of consequence: semiconductor and memory chips. But they can manipulate that much because they are playing with ppl's pensions etc... so smth gotta give here. Hopefully up from here.
[https://english.mofe.go.kr/pc/selectTbPressCenterDtl.do?boardCd=N0001&seq=6451](https://english.mofe.go.kr/pc/selectTbPressCenterDtl.do?boardCd=N0001&seq=6451)