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South Korea Business Sentiment Hits 43-Month High: Is the KOSPI Ready for a Bull Run?

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South Korea's business sentiment (CBSI) just hit a 43-month high of 98.9. Discover how export recovery and supply chain stability are creating opportunities on the KRX. Introduction: A Significant Shift in the Korean Market For the first time in nearly four years, the mood in the boardrooms of Seoul is shifting from cautious to optimistic. According to the latest data from the Bank of Korea, the Composite Business Sentiment Index (CBSI) jumped to 98.9 in May 2026, marking its highest level in 3 years and 7 months. For foreign investors who have been watching the Korean market (the KOSPI) trade at a discount, this surge in sentiment is a signal that cannot be ignored. The Core Numbers: Manufacturing Breaks the 100 Barrier In the world of Korean economics, the 100-point mark is the psychological line between pessimism and optimism. The manufacturing sector just crossed that line, hitting 100.8 . This is the first time manufacturing sentiment has been in the 'optimistic' terr...