The Unhedged Trap: Why BNY Is Warning of a Severe Capital Outflow Squeeze on the South Korean Won"

As institutional investors aggressively trim overheld semiconductor allocations, the KOSPI’s parabolic tech theme faces an onshore monetary tightening shock."

hisham

5/21/20261 min read

South Korea BNY iFlow capital outflows KRW tech theme semiconductor exposure ledger silicon 2026
South Korea BNY iFlow capital outflows KRW tech theme semiconductor exposure ledger silicon 2026

In my previous blog https://ledgersilicon.com/the-8000-trap i have given technical price we have achieved here is the attached chart ∆