Alpha Signals #002: The Flow Inversion
KOSPI rose 17.91% on July 31 — the largest one-day gain on record. Retail sold a record KRW 10.38 trillion into it and foreigners absorbed 84.5%. Five weeks earlier the roles were exactly reversed.
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Daily Pulse — August 5, 2026
KOSPI +3.76% | KOSDAQ +2.42% | Foreign net buy KRW 1.43T (~$1.0B) — retail and institutions both sold The Number That Matters KRW 1.43T (~$1.0B). That is what foreign investors deployed into Korean equities today, driving the KOSPI 3.76% higher to 6,598. Every other buyer
Daily Pulse — August 4, 2026
KOSPI +1.62% | KOSDAQ +5.88% | Retail absorbed KRW 818.5B (~$571M) alone — foreign and institutional both net sold The Number That Matters KRW 818.5B (~$571M). That is what retail deployed to hold the KOSPI above 6,300 on a session where every other buyer class was absent. Foreign
Daily Pulse — August 3, 2026
Retail absorbed KRW 4.65T (~$3.26B) alone as foreign and institutional investors both sold. One session after the largest foreign inflow in this market’s history, the flow reversed.
The $1 Trillion Korea Announced: The One Number That Decides If It's Real
Korea named more than KRW 1,400 trillion (~$1 trillion) across three mega-projects. The amounts are the least informative part. What is dated, and what is not, is the tell.