KOSPI
The index recouped previous session losses to swiftly reclaim the 5,600 level led by large-cap chipmaker buying, though trend sustainability hinges on sustained foreign capital inflows.
Headline
Global Market & FX Briefing: October 27, 2026
Key Takeaways
- The KOSPI surged 3.09% to close at 5,638.34, propelled by foreign and institutional net buying following reports of global AI firm Anthropic's IPO push.
- The KOSDAQ also advanced 2.29% to finish at 743.83, supported by broadening risk-on sentiment and a rebound across semiconductor and tech equities.
- With the U.S. Nasdaq climbing 0.82%, the KRW/USD exchange rate stabilized, easing slightly around the 1,324.70 KRW mark.
KOSDAQ
Advancers significantly outpaced decliners on brightening overall investor sentiment, but performance divergence across small- and mid-cap tech stocks may persist based on earnings.
NASDAQ
The tech benchmark staged a modest rebound amid revived optimism over AI commercialization and profitability, yet near-term volatility risks remain around upcoming earnings and central bank policy events.
Today's Watchlist
- Intraday profit-taking pressures following the sharp rally and the sustainability of additional foreign and institutional buying.
- Third-quarter earnings releases and guidance from global Big Tech and leading domestic and international semiconductor players.
- Global interest rate trajectory and KRW/USD currency volatility ahead of the upcoming U.S. FOMC meeting.
Risk Note
Despite the sharp near-term spike driven by Anthropic-led AI momentum, volatility may heighten on broader macroeconomic uncertainties and profit-taking pressure, warranting phased position management and risk control.
Last updated: 2026-10-27 16:00:29