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How South Korea's Stock Surge Masks Deep Structural Risk
South Korea's KOSPI has surged 15% in the past week, making it the best-performing major market globally. But Lucas and Luna dig into why that rally might be a mirage. They examine the currency dynamics at play — the won strengthening against the dollar — and question whether foreign investors are truly buying into Korean equities or just hedging against a weaker greenback. With the won at 1,300 per dollar and the export-heavy economy facing headwinds, they ask: is this a genuine recovery or a carry-trade illusion? Plus, they explore how the recent Iran deal headlines could further…
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