Overview

• President Trump has informed trading partners of 25% tariffs set to take effect on August 1 unless they secure improved terms, and markets have largely priced in the threat.
• The benchmark opened down 0.39% at 3,189.69 but rallied to close up 0.41% at 3,215.28 on July 15.
• Technology shares such as Samsung Electronics and LG Energy Solution led the rebound while automotive and steel names underperformed.
• Foreign investors were net buyers of ₩212.3 billion in Seoul stocks, offsetting net sales by institutions and individual investors.
• The Korean won strengthened to about ₩1,380 per U.S. dollar as trade-policy uncertainty intersected with modest global risk trends.