Briefings
AI boom propels South Korea’s chip exports to record highs despite US tariffs
Semiconductor surge bolsters Seoul’s tariff negotiation stance but deepens exposure to volatile AI infrastructure demand
October 23, 2025
Takaichi’s historic rise brings new uncertainty to South Korea-Japan relations
Her nationalist background and fragile coalition test Tokyo’s stability as Seoul seeks to preserve “pragmatic” diplomacy
October 22, 2025
Bank of Korea chief rejects liquidity easing as Seoul housing pressures persist
Rhee Chang-yong aligns with Seoul’s Oct. 15 housing curbs, signaling policy restraint before this week’s rate decision
October 21, 2025
South Korea adds jobs at fastest pace in 19 months, but output lags behind
Despite strong hiring in September, growth is driven by low-value service jobs while output and wages stagnate
October 20, 2025
South Korean yields climb while KOSPI breaks record amid trade hopes
Stocks rally on tariff deal optimism even as bond markets flash caution and household borrowing slows
October 17, 2025
South Korea sends crisis team to Cambodia as job scam scandal strains diplomacy
Seoul’s development assistance to Phnom Penh may decide whether it gains cooperation or deepens regional friction
October 16, 2025
China targets Hanwha Ocean’s affiliates over US shipbuilding sanctions dispute
Beijing bans transactions with Hanwha’s US-linked units over alleged support for Washington’s Section 301 investigation
October 15, 2025
South Korea’s trade slips as tariff dispute and weak won unsettle markets
Exports fell on fewer working days but the weaker won and stalled US tariff talks now threaten Seoul’s inflation outlook
October 14, 2025
Trump’s 100% tariff threat deepens U.S.-China split ahead of APEC summit
Seoul’s APEC summit risks being overshadowed by U.S.-China confrontation and fallout for South Korean exporters
October 13, 2025
South Korea restores one-quarter of systems after government data-hub fire
Officials confirm 193 of 709 platforms recovered as Seoul races to rebuild core e-government networks before APEC
October 10, 2025
