Updated
Updated · Financial Times · Aug 4
Lee Jae Myung’s Approval Falls to 44.5% as Kospi Slides Nearly 40% From June Peak
Updated
Updated · Financial Times · Aug 4

Lee Jae Myung’s Approval Falls to 44.5% as Kospi Slides Nearly 40% From June Peak

3 articles · Updated · Financial Times · Aug 4

Summary

  • 44.5% — Lee Jae Myung’s approval rating fell near its lowest since taking office as retail investors blamed his administration for losses from last week’s tech-driven market sell-off.
  • Nearly 40% — the Kospi has dropped from its June peak, leaving thousands of investors facing margin calls after leveraged bets unraveled in one of the world’s most volatile AI-fueled markets.
  • $10bn flowed into newly approved single-stock leveraged ETFs within weeks of their late-May launch, and critics say the government fed the frenzy by expanding access to riskier products.
  • 7.4 percentage points — support fell most among voters in their thirties, a group seen as heavily exposed because many used leverage while investing to build funds for housing.
  • 15mn South Koreans now invest in stocks after Lee made market gains a signature goal, tying his political standing unusually closely to the Kospi ahead of the 2028 assembly election.

Insights

Will President Lee's emergency crackdown on real estate and leveraged ETFs finally stabilize the market, or trigger an even bigger economic crisis?
As Seoul apartments breach 1 billion won, is the disappearing rental market a planned normalization or a devastating policy failure?
Could new restrictions on major chipmaker ETFs crash investor portfolios before the government's emergency measures even take effect?