When Markets Overshoot: Inside South Korea's Tech Sell-Off

South Korea's technology stocks have experienced a sharp correction despite strong corporate earnings. In this episode, Sean Ashton, Head of Investments at Private Clients by Old Mutual explains why leverage and investor positioning played a key role, what the sell-off means for semiconductor companies, and why disciplined investors should distinguish between short-term market moves and long-term fundamentals. The conversation also covers the latest interest rate decisions in South Africa and the US, and what they signal about the balance between inflation and economic growth.