Analysis
South Korea’s stock market soars, but institutional risk grows underneath
Equity boom driven by AI, semiconductors and shipbuilding masks fragile domestic demand and policy inertia
October 27, 2025
The illusion of strength: South Korea’s AI chip boom hides deeper reform risks
Export-driven growth sustains optimism and short-term confidence while slowing progress on fiscal and structural reform
October 24, 2025
Who’s coming to Gyeongju: Inside South Korea’s high-stakes APEC summit week
South Korea’s first APEC hosting in 20 years brings Trump, Xi and global CEOs together amid strategic uncertainty
October 23, 2025
US refusal to share advanced Navy system leaves South Korea isolated at sea
Washington’s tech export restriction reflects doubts over Seoul’s cyber reliability and highlights alliance asymmetry
October 22, 2025
Taiwan surges ahead as South Korea’s middle class loses purchasing power
As Taipei invests in innovation and fiscal prudence, Seoul risks stagnation amid chaebol dominance and debt
October 21, 2025
Symbolic governance erodes trust as South Korea’s fiscal populism expands
Rising employment and welfare spending fail to restore confidence among youth who view stimulus as political theater
October 20, 2025
South Korea weighs US reactor request that could erode its nuclear sovereignty
Washington’s push for Seoul to use Westinghouse’s AP1000 in Riyadh’s bid exposes limits of industrial autonomy
October 17, 2025
South Korean CEOs seek Trump’s favor as labor risks rise at home
Yellow Envelope Act’s expansion of labor rights could expose corporations to industrial action over US investment plans
October 16, 2025
South Korea’s justice overhaul risks paralysis as politics outpace capacity
Rapid Democratic Party legislation is testing Seoul’s administrative capacity and raising concerns over governance
October 15, 2025
Samsung’s record profit exposes limits of South Korea’s industrial autonomy
Third quarter profit surge driven by AI demand amid US and Chinese regulations that confine Seoul’s industrial strategy
October 14, 2025
