Eight Korean Brokerages Forecast KOSPI to Range Between 7,300 and 12,600 in H2 2026

According to a Chosun Biz survey of eight major Korean securities firms, the KOSPI is expected to trade between 7,300 and 12,600 points in the second half of 2026, with analysts attributing upside support to strong corporate earnings guidance. Foreign selling has been characterized as tactical rebalancing among AI-leading markets rather than a structural retreat from Korean equities; approximately 90% of foreign net outflows in H1 2026 concentrated in semiconductor stocks. Domestic capital inflows, including 133 trillion won from banking and insurance sectors via direct investments and stock funds, offset foreign selling pressure.
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