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How South Korea Market Rout Exposes Hidden Risks
South Korea's stock market just suffered one of its worst single-day drops in history. In this episode, Lucas and Luna dig into what caused the sell-off, why Morgan Stanley says it's not breaking down structurally, and what the episode tells us about the hidden risks still lurking in global markets. They connect the rout to a stronger yen, shifts in Taiwan's tech earnings, and the broader re-rating of risk in emerging markets. If you've been watching the KOSPI rally and wondering whether it's sustainable, this conversation will give you the specific numbers and…
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