Business & Economy
South Korea’s Mexico strategy runs into the hard limits of USMCA politics
Washington and Mexico City want more regional content, raising costs for Korean suppliers tied to factories in Mexico
September 25, 2026
Lee-Trump talks, US investment pressure and Mexico trip — Ep. 150
Seoul pushes North Korea diplomacy, weighs costly US projects and looks to deepen ties with Mexico
September 25, 2026
Lee Jae Myung’s Wall Street pitch tests South Korea’s capital market credibility
Leveraged products exposed the challenge of attracting long-term investors while keeping market rules more stable
September 24, 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
US midterm clock raises stakes for South Korea’s $200 billion investment talks
Each project approval reduces Seoul’s bargaining room while key Korean priorities still depend on future US decisions
September 23, 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
South Korea’s AI data center boom is colliding with the true cost of power
Samsung and SK Hynix rejected KEPCO’s grid bill, leaving Seoul to decide whether AI developers pay their share
September 21, 2026
Why South Korea cannot rebalance growth without stronger regional clusters
Lee’s 5+3 strategy aims to build regional scale, but past relocation policies show how difficult durable clusters are
September 18, 2026
South Korea braces for higher-for-longer US rates after Fed’s latest hike
The Fed now sees rates near 4% through 2027, adding pressure to the won, Korean bonds and dollar-funded investment
September 18, 2026
