Strong Sell EWY by Jan 1, 2026.

Hey everyone, I’ve been doing a lot of research over the past few months and would love to have a discussion here to pressure-test my thinking. The core of my thesis is simple: • South Korea has experienced massive housing price inflation post-COVID, with household debt to GDP ratios among the highest globally (~100%+). • The economy is heavily construction- and real estate-dependent, magnifying the systemic risk. • Korean mortgages are primarily floating-rate, making households highly sensitive to rising interest …