
Foreign investors sold about 6.2 trillion won of South Korean shares over two days amid concerns that tighter rules on AI data centers could weaken semiconductor demand. Semiconductor exporters’ dollar sales helped offset some of the resulting dollar demand, limiting the won’s decline, though potential overseas dividend remittances could add pressure later.
Exporter dollar conversions can cushion won weakness and moderate the local cost of imported feed. If foreign investors continue selling shares and dividends are remitted abroad, dollar demand could strengthen and raise import costs.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.