⚠️Hedge funds are DUMPING Asian stocks: Hedge funds sold Asian equities at the 2nd-fastest pace in June in at least 5 years, only below March. Japan led the outflows, posting the largest monthly outflow on record. South Korea followed, reversing all of its year-to-date inflows, with net flows falling from a peak of +5% of Asia's net market value in early June to roughly flat. Is the semiconductor trade in South Korea coming to an end?
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