Goldman Sachs Korea Weekly Kickstart: KOSPI Down 2% Despite Sustained KRW Strength and Strong Industrials
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Abstract
Goldman Sachs' Korea Weekly Kickstart reports that the KOSPI fell 2% over the week even as the Korean won continued to strengthen and industrial stocks performed strongly. The chart pack accompanying the note covers: (1) the FTSE Korea index following the FTSE GEIS rebalancing—actual versus pro-forma composition and the potential associated passive flows; (2) bond flows into the four ex-Japan Asian (AEJ) markets; (3) weekly sector performance relative to the KOSPI; (4) a chart whose original caption could not be identified; (5) net trading in KOSPI stocks by investor type, in billions of won; (6) currencies, interest rates and commodities; and (7) the share of KOSPI constituents trading above their 200-day moving averages. No ratings, target prices or explicit forecasts accompany the summarized exhibits, and the underlying figures for each chart were not included in the source summary. The note is dated August 28, 2026.
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