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Korean investors face losses as Kospi index experiences wild swings

Created at 13 Aug · 10:21 PM1 source↑ Market-relevant
IN SHORT

South Korean investors, particularly younger ones, have suffered significant losses due to extreme volatility in the tech-heavy Kospi index. Concerns over AI spending and leveraged trading have contributed to sharp sell-offs, wiping out substantial gains for many.

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Key Numbers

20 million wonKim Yongjoon's investment loss
$14,000Kim Yongjoon's investment loss in USD
£10,500Kim Yongjoon's investment loss in GBP
25%Decline in Kim Yongjoon's tech investments
9,000 pointsKospi peak in mid-June
5,500 pointsKospi low within weeks of peak
6,800 pointsKospi current level
300 million wonWoongsa Kim's current investment value
1.2 millionSouth Korean personal investor accounts facing margin calls
1 in 30Proportion of working-age adults facing margin calls
1,000%Chanyong Park's Nvidia share gains
$10,000Chanyong Park's loss on SK Hynix shares
45 million wonYoungji Park's Samsung shares peak value
3 million wonSoomin Yi's SK Hynix shares peak value
5 million wonSoomin Yi's speculative target for SK Hynix shares

Who's Involved

Yongjoon Kim
Bank worker who lost $14,000 on the South Korean stock market
Wee Khoon Chong
Financial services company BNY representative
Woongsa Kim
Investor who lost half of his SK Hynix investment
Tobias Reger
Investment analyst
Frank Benzimra
Head of Asia equity strategy at Societe Generale
Chanyong Park
Marketing professional who invested Nvidia profits into SK Hynix
Youngji Park
Investor whose Samsung shares suffered a significant slump
Soomin Yi
College student who invested in SK Hynix due to FOMO
Gaeon Lee
Yongjoon Kim's fiancée

↳ Why This Matters

The extreme volatility in South Korea's Kospi index highlights the risks associated with concentrated investments in tech and AI-related stocks, particularly for retail investors who may use leverage. This situation underscores the importance of diversification and prudent investment strategies in volatile markets.

Key facts

  • South Korean bank worker Yongjoon Kim lost 20 million Korean won ($14,000) in July due to market swings.
  • The Kospi index, known for its volatility, experienced one of its sharpest corrections between June and August.
  • Investors who used leverage to invest in tech stocks have been particularly hard-hit, with some seeing investments halve.
  • An estimated 1.2 million South Korean personal investor accounts faced margin calls by the end of July.
  • Concerns over the significant spending on artificial intelligence have been identified as a contributing factor to the sell-off.

South Korean investors, particularly younger individuals, are facing significant financial losses due to extreme volatility in the nation's tech-heavy Kospi stock index. The index, which had more than doubled in value by mid-June, experienced a sharp correction, plunging to 5,500 points from over 9,000 within weeks, before recovering to around 6,800 points. Concerns over the substantial investments being made in artificial intelligence are cited as a primary driver for the recent sell-off.

Individual investors like Yongjoon Kim have been severely impacted, with Kim losing approximately $14,000 on his tech investments, money intended for a down payment on a home. Woongsa Kim saw his investment in chipmaker SK Hynix, which had quadrupled earlier in the year, fall to half its peak value. The extreme swings have been exacerbated by leveraged trading, a growing trend among retail investors, which has led to margin calls for an estimated 1.2 million South Korean investor accounts by the end of July.

Analysts note that the euphoria surrounding AI stocks led some investors to take out loans, amplifying both potential gains and losses. Chanyong Park, after seeing significant profits from US-listed Nvidia shares, invested heavily in SK Hynix, only to lose around $10,000. Other investors, like Youngji Park and college student Soomin Yi, also experienced substantial declines in their holdings of Samsung and SK Hynix, respectively, regretting speculative investments made out of fear of missing out (FOMO).

The volatility in the Kospi is raising concerns about similar trends in other tech-heavy markets, such as Japan's Nikkei 225. However, experts suggest that more diversified global markets, including the US equity markets, are less likely to experience such extreme swings. The episode serves as a cautionary tale for investors, especially young ones, to diversify their portfolios and avoid putting all savings into a single basket, a lesson learned by Yongjoon Kim, who also holds shares in overseas markets.

Frequently asked questions

The Kospi is the primary stock market index of South Korea, heavily weighted towards technology companies.

The index has experienced wild swings driven by a global frenzy around artificial intelligence, leading to significant investor euphoria followed by sharp sell-offs due to concerns over spending and leveraged trading.

A margin call occurs when a broker demands that an investor deposit additional money or securities into their account to cover potential losses on leveraged trades.

Tech-heavy indexes like Japan's Nikkei 225 are showing similar swings, but more diversified global markets are expected to be less affected.

What Happens Next

01Investors will continue to monitor AI spending and its impact on chipmaker valuations.
02The Kospi index's recovery trajectory will be closely watched.
03Regulators may review leveraged trading practices among retail investors.

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How It Developed

The Kospi index more than doubled in value from the start of the year to mid-June.
The index experienced a sharp correction, plunging from over 9,000 points to 5,500 within weeks.
Concerns over AI spending have been cited as a key reason for the sell-off.
An estimated 1.2 million South Korean personal investor accounts faced margin calls by the end of July.
Some investors who used leverage to invest in tech stocks have seen their investments halve in value.
The Kospi has since recovered some ground to approximately 6,800 points.
Tech-heavy indexes in other markets, like Japan's Nikkei 225, are showing similar volatility.

Sources

T1
'I lost $14,000 in a month': Investors hit by Korean stock market's wild swingsBBC News

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