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A daily market brief, published each morning. Markets, stocks, industry, economy, global, and policy — sorted by category.

Policy·2026-07-10

Leverage ETF Curbs Expected Around July 15 Presidential Briefing

Reports circulating from Yeouido the previous day of possible leveraged-ETF restrictions — including higher minimum deposits, mandatory investor education, and daily price-move caps — were denied as unconfirmed by financial authorities, who said they would comprehensively review the causes of volatility to minimize investor harm. With the Financial Services Commission's presidential policy briefing scheduled for Wednesday, July 15, markets widely expect leveraged-ETF measures to be unveiled then. Policy Chief Kim Yong-beom said Friday morning that leveraged ETFs would be supplemented if needed, with a decision to come from a market-monitoring meeting involving the finance ministry, FSC, Bank of Korea, and Financial Supervisory Service.

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Policy·2026-07-09

Presidential policy chief signals expanded nuclear buildout tied to chip megaprojects

Presidential policy chief Kim Yong-beom said Korea should build as many nuclear power plants as feasible and should proceed with new reactors wherever local communities support them, adding that LNG cogeneration options are also under discussion with industry. Nuclear-related stocks such as Boseong Power Tech, Woojin Entech and Woori Technology rose 2-3% following the remarks. Hosts framed the nuclear expansion as inseparable from chip fab megaprojects. Stable baseload power is essential for running fabs and data centers continuously, and nuclear power is best suited to that role given its immunity to oil price swings and other supply disruptions affecting fossil-fuel generation. They noted only five countries worldwide have built chip fabs and nuclear plants in tandem.

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Policy·2026-07-09

Financial watchdog probes front-running at Maeil Business TV, president weighs in

The Financial Supervisory Service's capital markets special judicial police raided Maeil Business TV over suspected front-running by staff, who allegedly bought stocks ahead of undisclosed favorable broadcast segments and sold after prices rose. Roughly 300 stocks were implicated with illicit gains estimated at about 1 billion won. President Lee Jae-myung referenced the report on social media, stating that capital market fairness cannot be compromised and that stock manipulation will inevitably be caught by the triple net of regulators, police and prosecutors.

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