Analysis
South Korea’s market surge defies grim economic and trade fundamentals
KOSPI surges above 3,130 as investors ignore GDP downgrade, rate cuts, demographic decline and fiscal constraints
July 1, 2025
Beijing’s cloud push in Seoul risks undermining US-South Korea tech cooperation
Alibaba Cloud gains ground in ROK, deepening China’s ties with Korean firms despite US calls for digital decoupling
June 26, 2025
Japanese leader’s move to skip NATO summit reveals opening for Seoul-Tokyo ties
Ishiba signaled respect to South Korea, but his uncertain political future highlights fragility of bilateral cooperation
June 25, 2025
Hyundai’s Finland nuclear deal highlights contradictions in ROK energy policy
South Korea is gaining industrial ground in Europe even as Lee Jae-myung administration slashes domestic nuclear funding
June 24, 2025
South Korea’s sovereign AI push faces major structural challenges
Lee Jae-myung touts AI autonomy, but weak language datasets and lack of core software tools threatens aspirations
June 23, 2025
Israel-Iran war and tariff shocks endanger South Korea’s economic recovery
Rising energy prices and Trump’s tariff deadline have injected volatility and triggered markets to reprice Seoul’s risk
June 19, 2025
Poll shows South Koreans warming to expanded USFK role in Taiwan conflict
Polling reveals growing support for US troops’ logistical aid in regional crises, offering Seoul new diplomatic options
June 18, 2025
Trump’s G7 early exit exposes South Korea’s over-reliance on summit diplomacy
Lee Jae-myung now racing against time to salvage trade talks and reaffirm alliance ties before tariff pause expires
June 17, 2025
Lee Jae-myung begins presidency with unmatched power but high expectations
With control of the legislature and early public support, Lee faces steep political risks if reforms falter early
June 16, 2025
Lee Jae-myung bets on rivals to reshape South Korea’s foreign policy apparatus
Lee installs Wi Sung-lac and Lee Jong-seok despite past clashes over US alliance policy, testing pragmatic cooperation
June 13, 2025
