Briefings
Shinhan Bank data leak could trigger wider scrutiny across South Korean lenders
Regulators are examining how attackers reached loan-related data and whether weaknesses exist at other banks
October 2, 2026
South Korea’s tax windfall gives Seoul new room to spend and borrow less
Seoul’s revised forecast opens room for targeted support and lower bond issuance, but much of the gain is cyclical
October 1, 2026
South Korea puts worker relocation at center of semiconductor, AI strategy
Seoul is shifting beyond capital spending as it tries to create durable labor markets around semiconductor and AI hubs
September 30, 2026
South Korea’s CPTPP review enters harder phase as domestic costs emerge
Government estimates show gains for manufacturing but losses for agriculture and fisheries as consultations widen
September 29, 2026
South Korean markets reopen as oil and bond yields test chip-led rally
Post-Chuseok trading will show if semiconductor strength can offset higher borrowing costs and energy pressure
September 28, 2026
South Korea builds diplomatic case for limited Hormuz role in talks with Iran
Seoul backs safe passage and international efforts as questions grow over its promised Hormuz contribution
September 25, 2026
ADB’s 3.2% South Korea forecast raises stakes for chips, rates and fiscal policy
AI exports are driving a sharper recovery than expected, but energy costs and inflation still threaten domestic spending
September 24, 2026
South Korea’s tightening cycle shifts pressure from housing to borrowers
Higher rates may cool Seoul housing and household debt while spreading refinancing stress through weaker firms
September 23, 2026
Kang Hoon-sik resignation offer now tests Lee Jae Myung’s personnel reset
Chief of staff’s possible exit would answer pressure over failed nominations but cost Lee a key crisis manager
September 22, 2026
Lee draws red line on South Korea’s military role around Strait of Hormuz
Seoul leaves room for stronger maritime protection while ruling out direct participation in the widening Iran war
September 21, 2026
