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Analysis

How the power dynamics of South Korean finance distort stock value forecasts
Analysis

How the power dynamics of South Korean finance distort stock value forecasts

Most ROK analysts shun negative ratings, producing overly optimistic forecasts that can lead investors astray

How the power dynamics of South Korean finance distort stock value forecasts
Daniel TudorDaniel Tudor January 4, 2023
Yoon’s tax cut plans for semiconductor industry set up clash with opposition
Analysis

Yoon’s tax cut plans for semiconductor industry set up clash with opposition

Seoul likely to frame proposal as necessary for national security, though it comes at time of economic uncertainty

Yoon’s tax cut plans for semiconductor industry set up clash with opposition
John LeeJohn Lee January 3, 2023
Seoul’s cautious Indo-Pacific strategy maintains balance between US and China
Analysis

Seoul’s cautious Indo-Pacific strategy maintains balance between US and China

Despite outward similarities with its U.S. ally, Seoul’s Indo-Pacific strategy stresses cooperation with Beijing

Seoul’s cautious Indo-Pacific strategy maintains balance between US and China
James FretwellJames Fretwell December 30, 2022
What an ex-president’s pardon means for the future of South Korea’s opposition
Analysis

What an ex-president’s pardon means for the future of South Korea’s opposition

The release of both Lee Myung-bak and a former provincial governor has accentuated sharp divisions in a struggling party

What an ex-president’s pardon means for the future of South Korea’s opposition
Justin YeoJustin Yeo December 29, 2022
Why South Korea’s currency had such a volatile year
Analysis

Why South Korea’s currency had such a volatile year

Indicators suggest won is trending better, but the ROK economy remains at mercy of external factors beyond its control

Why South Korea’s currency had such a volatile year
Harry ClynchHarry Clynch December 28, 2022
Why Seoul’s military budget won’t budge even after North Korean drone debacle
Analysis

Why Seoul’s military budget won’t budge even after North Korean drone debacle

President blames cuts to drone operations for security failures, but parties are in no mood for another budget fight

Why Seoul’s military budget won’t budge even after North Korean drone debacle
John LeeJohn Lee December 27, 2022
Why a South Korean defense contractor is betting on green shipping
Analysis

Why a South Korean defense contractor is betting on green shipping

Hanwha’s acquisition of Daewoo Shipbuilding promises new growth trajectories but faces financial and production hurdles

Why a South Korean defense contractor is betting on green shipping
John LeeJohn Lee December 26, 2022
South Korean media diverge on whether Japan’s new security strategy poses threat
Analysis

South Korean media diverge on whether Japan’s new security strategy poses threat

Seoul responded diplomatically to beefed-up defense plans, but anti-Japan sentiment looms over efforts to improve ties

South Korean media diverge on whether Japan’s new security strategy poses threat
Justin YeoJustin Yeo December 23, 2022
How hate and prejudice make immigrants think twice about moving to South Korea
Analysis

How hate and prejudice make immigrants think twice about moving to South Korea

Seoul hopes to attract foreign workers to bolster the economy, but resistance to outsiders runs deep in Korean society

How hate and prejudice make immigrants think twice about moving to South Korea
Jack GreenbergJack Greenberg December 22, 2022
What rising interest rates mean for the South Korean real estate market
Analysis

What rising interest rates mean for the South Korean real estate market

Affluent Koreans may weather their debts, but pain will be acute for marginal groups

What rising interest rates mean for the South Korean real estate market
Peter WardPeter Ward December 21, 2022
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