In today’s briefing:
- June Rebalance Intel: Announcement Date & Key Names for KOSPI 200 & KOSDAQ 150

June Rebalance Intel: Announcement Date & Key Names for KOSPI 200 & KOSDAQ 150
- Looks like the KOSPI200/KOSDAQ150 June rebal is a lock for post-close Tuesday (27th)—KRX has already signaled this to local media over the weekend.
- Muted pre-positioning this time, likely from weak volumes and no market lead—sets up for punchier price action right after today’s rebalance drop.
- Over ~3 weeks, KRW 40T/3.5T passive AUM tracked KOSPI200/KOSDAQ150. With shorts fully back, deletes may trade heavy—sets up well for more aggressive long-short positioning.
