Post

The interesting part isn’t simply that foreign capital is selling—it’s that Asian indexes are still rising despite the outflows. 👀 South Korea saw about $1.6B in foreign outflows, yet chip exports and currency strength helped support the market. With MSCI passive flows expected to rebalance on Aug. 31, the active-vs-passive fund battle could become an important near-term catalyst for $SKHYNIX and Korean equities. #海力士40万亿回购，扩产与回报如何平衡