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KOSPI Plunges Nearly 4% Amid Middle East Tensions and Macro Headwinds

Electronic Technology · Semiconductors · yonhap_finance · 2026-09-02

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South Korean markets faced a sharp sell-off as rising oil prices and U.S. Treasury yields, driven by Middle East instability, triggered a broad market decline.

What Happened

Market Sell-off: South Korean indices experienced a significant downturn as renewed geopolitical tensions in the Middle East rattled investor sentiment. The resulting spike in global oil prices and U.S. Treasury yields created a challenging macro environment for domestic equities.

Investor Activity: Foreign and institutional investors led the selling pressure, offloading large volumes of shares throughout the session. While individual investors and corporate entities attempted to provide support, their buying power was insufficient to reverse the downward trend.

Sector Performance: Large-cap semiconductor stocks, including Samsung Electronics and SK Hynix, faced heavy selling, dragging down the broader market. Most sectors, particularly electronics and consumer discretionary, finished the day in negative territory.

Market Valuation: The total market capitalization of the Korean stock market fell below the 6,000 trillion won threshold following the session's losses. Despite the sharp decline, the KOSPI 200 Volatility Index remained relatively stable, indicating a lack of panic-driven volatility.

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