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South Korea in October 2025: A month in review and what’s ahead
Month In Review

South Korea in October 2025: A month in review and what’s ahead

An analytical look at the main developments from October 1 to 28, 2025, and key outlook for November 2025

South Korea in October 2025: A month in review and what’s ahead
Jeongmin KimJeongmin Kim | John Lee | Joon Ha Park | KOREA PRO October 31, 2025
South Korea reshapes Trump’s $350 billion demand into phased investment plan
Briefings

South Korea reshapes Trump’s $350 billion demand into phased investment plan

$20 billion annual ceiling averts market strain, turning tariff talks into long-term platform for industrial cooperation

South Korea reshapes Trump’s $350 billion demand into phased investment plan
KOREA PROKOREA PRO October 30, 2025
South Korea’s economy expands sharply even as consumer sentiment sours
Briefings

South Korea’s economy expands sharply even as consumer sentiment sours

Solid export gains mask weakening sentiment as tariff negotiations and trade risks dampen household outlook

South Korea’s economy expands sharply even as consumer sentiment sours
KOREA PROKOREA PRO October 29, 2025
South Korea clinches free trade deal with Malaysia to expand Indo-Pacific reach
Briefings

South Korea clinches free trade deal with Malaysia to expand Indo-Pacific reach

FTA boosts Seoul’s role in ASEAN supply chains and secures tariff cuts on electric vehicles, steel and digital services

South Korea clinches free trade deal with Malaysia to expand Indo-Pacific reach
KOREA PROKOREA PRO October 28, 2025
South Korea’s stock market soars, but institutional risk grows underneath
Analysis

South Korea’s stock market soars, but institutional risk grows underneath

Equity boom driven by AI, semiconductors and shipbuilding masks fragile domestic demand and policy inertia

South Korea’s stock market soars, but institutional risk grows underneath
John LeeJohn Lee October 27, 2025
South Korea steadies markets, readies missiles and courts Trump-Xi — Ep. 103
Podcast

South Korea steadies markets, readies missiles and courts Trump-Xi — Ep. 103

The Korea Pro team dissects Seoul’s rate hold, defense exports and nuclear ambitions as Gyeongju’s APEC summit looms

South Korea steadies markets, readies missiles and courts Trump-Xi — Ep. 103
KOREA PROKOREA PRO October 24, 2025
The illusion of strength: South Korea’s AI chip boom hides deeper reform risks
Analysis

The illusion of strength: South Korea’s AI chip boom hides deeper reform risks

Export-driven growth sustains optimism and short-term confidence while slowing progress on fiscal and structural reform

The illusion of strength: South Korea’s AI chip boom hides deeper reform risks
John LeeJohn Lee October 24, 2025
Bank of Korea holds rate steady to curb housing risks, steady won
Briefings

Bank of Korea holds rate steady to curb housing risks, steady won

Third straight on-hold decision underscores Seoul’s focus on stability ahead of Trump visit and key US trade talks

Bank of Korea holds rate steady to curb housing risks, steady won
KOREA PROKOREA PRO October 24, 2025
Who’s coming to Gyeongju: Inside South Korea’s high-stakes APEC summit week
Analysis

Who’s coming to Gyeongju: Inside South Korea’s high-stakes APEC summit week

South Korea’s first APEC hosting in 20 years brings Trump, Xi and global CEOs together amid strategic uncertainty

Who’s coming to Gyeongju: Inside South Korea’s high-stakes APEC summit week
Jeongmin KimJeongmin Kim October 23, 2025
AI boom propels South Korea’s chip exports to record highs despite US tariffs
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

AI boom propels South Korea’s chip exports to record highs despite US tariffs
KOREA PROKOREA PRO October 23, 2025
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