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Analysis South Korean chaebol freeze investment plans in revolt against Lee Jae MyungBusiness lobby survey shows 60% of top firms have halted 2026 capital investment plans, citing tax and labor risks The revelation that nearly 60% of South Korea’s largest conglomerates have effectively frozen their investment plans for 2026 signals a structural capital strike driven by legislative hostility and geopolitical uncertainty rather than mere cyclical caution. This investment paralysis stands in stark contrast to the moderate recovery narrative currently being advanced by the foreign ministry and highlights the widening gap between the Lee Jae Myung administration’s political agenda and the corporate sector’s operational realities. The Federation of Korean Industries’ (FKI) survey dataon Sunday shows that 43.6% of the country’s top 500 companies remain undecided on their investment strategies for the © Korea Risk Group. All rights reserved. |





