Investors compare Indian stocks to South Korean stocks, referring to the current structural selling pressure on South Korean stocks.

Nomura Securities stated that the current situation is similar to the situation in the Indian stock market in the past few years: the rapid growth of domestic retail investors in India is gradually squeezing out the living space of foreign capital. Nick Wilcox, the head of Asian equities at Man Group, also holds the same view. He mentioned that the weight of the Korean stock index in emerging market indices is quickly rising, putting structural repositioning pressure on international investors. He also pointed out that after the share prices of top listed companies in Korea surged, the holdings of some investors in individual stocks reached regulatory limits, further triggering sell-offs. Furthermore, concerns about risk concentration in the market continue to escalate. This round of gains in Korean stocks is heavily dependent on the two giants, Samsung Electronics and SK Hynix, which is also one of the reasons why foreign investors are choosing to sell off. Despite the significant selling pressure, seasoned market participants believe that the fundamentals of the Korean stock market remain solid.