[Part 2] [2026.06 Market Report] Global Temperature Check – Developed Markets Hold, Emerging Markets Weaken

 




[Part 2] [2026.06 Market Report] Global Temperature Check – Developed Markets Hold, Emerging Markets Weaken

[Chapter 10. Semiconductors Remain Strong] If your portfolio is heavily weighted in semiconductors, it is time for strategy management. Semiconductors are still in a strong growth stage, but as the index takes a breather, taking some profits to secure liquidity is a prudent move.

[Chapter 11. Korea Market Strategy] For stagnant stocks, don't panic-sell. Distinguish between stocks that are simply ignored and those that are fundamentally in a "Decline Stage." If earnings are improving, wait for the rotation.

[Chapter 12. Global Market Temperature Check]

  • Developed Markets (US Nasdaq, Europe): Still holding strength in monthly charts.

  • Emerging Markets (Korea, Taiwan, China, India): Showing signs of weakness earlier than developed markets.

[Chapter 13. Japan/Emerging Market Weakness] & [Chapter 14. Don't Abandon India] Japan's Nikkei is showing clear "Decline Stage" signals. India remains a long-term powerhouse, but its current chart stage suggests it is not the time for aggressive chasing. Always separate your long-term vision from short-term entry timing.

[Chapter 15. Commodities/Currencies] & [Chapter 16. Dollar Strength/Won Weakness]

  • Crude Oil/Gold: Both are showing signs of decline.

  • Dollar/Won: The combination of a strong USD and weak KRW puts significant pressure on the Korean market and complicates foreign fund flows.

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