The post links a technical setup — KOSPI pulling back to its 40-week moving average — with a major policy move: a 20 trillion won (~$13.9B) injection into South Korea’s sovereign wealth fund to target AI, data centers and infrastructure and to allow domestic investments for the first time (BBG, 2026-07-31), posing the question whether the pullback is a buy signal ahead of potential policy-driven demand.
South Korea will inject 20 trillion won (~$13.9 billion) into its sovereign wealth fund to invest in AI, data centers and infrastructure, and for the first time the fund can buy domestic assets (Bloomberg, 2026-07-31).
$KOSPI - Pullback to 40wk ma, time to buy?
"South Korea plans to inject 20 trillion won ($13.9 billion) into its sovereign wealth fund for strategic investments in AI, data centers and infrastructure, expanding its mandate to include domestic assets for the first time" - BBG