About

Welcome. This blog is a small, focused project: explaining the Korean stock market to global readers in plain English.

I’m an individual investor based in Korea, and I’ve spent years watching KOSPI, reading DART filings, and trying to make sense of what makes Korean equities tick. For a long time, I noticed something. The English-language coverage of Korean markets is thin. Sites like Investopedia or Seeking Alpha rarely go deep on KOSPI sectors, the Value-Up Program, or the structural quirks of chaebol governance. International investors looking at Korean stocks often have to piece things together from scattered Korean-language news articles and English summaries that miss the nuance.

This blog tries to fill that gap.

What you’ll find here

Posts on this site fall into a few rough categories:

  • Korea market macro — the Korea Discount, Value-Up Program, FX volatility, foreign ownership trends
  • Korean industries — shipbuilding, semiconductors, batteries, K-content, biotech
  • Korean indices and ETFs — KOSPI, KOSPI200, KRX300, KRX Value-Up Index
  • Investing strategies for global readers — how to buy Korean stocks, hedging the won, sector rotation
  • Policy and regulation — Capital Markets Act, short selling reform, Security Token (STO) market

The aim is to write for someone who’s curious about Korean equities but doesn’t speak Korean — a US investor checking out the EWY ETF, a hedge fund analyst running EM screens, or a retail trader who just heard about the Korea Discount on a podcast.

My approach to writing

A few things I try to do consistently:

  • Cite sources. Where I can, I link to academic papers, regulator press releases (FSC, KRX, FSS), and original Korean filings on DART.
  • Use real numbers. Vague generalities like “Korean stocks are cheap” don’t help anyone. I try to use specific multiples, dates, and ranges, even when they’re imperfect.
  • Be honest about uncertainty. Markets are messy. Where I’m guessing, I say I’m guessing. Where reasonable people disagree, I lay out both sides.
  • Avoid stock picks. This isn’t a recommendation site. I write about structures, themes, and frameworks — not “buy this on Monday” calls.

Who I am (briefly)

I’m not a licensed financial advisor, a sell-side analyst, or a fund manager. I don’t hold CFA or other formal investment credentials. I’m a long-time individual investor with a quantitative bent who happens to write a lot to think clearly. Everything published here is opinion and analysis, not advice. Read the Disclaimer page for the full version of that statement.

How this blog is funded

This site uses Google AdSense to display ads. That’s the only revenue source. I don’t take sponsorships, affiliate deals on specific brokerages, or paid placement of content. If a stock or ETF gets mentioned, it’s because I think it’s relevant to the topic — never because someone paid for the coverage.

For details on what data Google collects when you visit, see the Privacy Policy page.

Get in touch

If you spot a factual error, want to suggest a topic, or just want to argue about a thesis, the Contact page has the email. I read every message, even if I can’t always reply quickly.

Thanks for being here.

— HoneyJuny

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