Analysis
The hidden cost of South Korea’s stronger won after US-Japan intervention
SK Hynix, tighter policy and market flows lifted the currency, but those forces may prove difficult for Seoul to repeat
August 3, 2026
Lee Jae Myung’s housing squeeze is arriving years ahead of his housing supply
2025 census shows a market split by geography, household size and building age as credit restrictions take effect first
July 30, 2026
Why South Korea’s KOSPI fell far harder than semiconductor profits justified
Record margin borrowing and concentrated retail ownership magnified an otherwise conventional market correction
July 29, 2026
South Korea’s AI ambitions depend on who captures value after San Francisco
AMD deal expands Seoul’s AI strategy, but long-term success depends on turning infrastructure into domestic innovation
July 27, 2026
Seoul builds framework for $150B US shipbuilding pledge, but funding gaps remain
South Korea is creating institutions for implementation, but many projects remain preliminary and funding details scarce
July 24, 2026
South Korea’s prosecution reform faces political reckoning over police failures
DP says stronger safeguards can replace prosecutors’ direct investigative role, but recent cases have intensified doubts
July 23, 2026
Why South Korea’s defense export success may not translate into drone dominance
Cheap military drones demand new supply chains, financing models and manufacturing economics unlike traditional weapons
July 22, 2026
South Korea’s drone buildup may outpace the networks needed to fight with it
The military is expanding procurement, but experts say integration, specialist units and defenses are lagging behind
July 21, 2026
UNESCO ensures Sado will remain a recurring South Korea-Japan dispute
The World Heritage Committee has embedded the issue in a review process that will shape Seoul-Tokyo diplomacy for years
July 20, 2026
South Korea’s naval exports face a tougher political test after Canada
Next generation of submarine contracts will reward suppliers that offer enduring security and industrial partnerships
July 17, 2026
