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Business & Economy

The three big drivers of the South Korean defense industry
Analysis

The three big drivers of the South Korean defense industry

Seoul may very well succeed in goal of making ROK a top 4 global weapons exporter — if it can overcome supply issues

The three big drivers of the South Korean defense industry
John LeeJohn Lee November 28, 2022
Why conferences in Korea are (mostly) a waste of time and resources
Analysis

Why conferences in Korea are (mostly) a waste of time and resources

Overfocus on prestige signaling makes for pretty settings but little substance or real debate, experts say

Why conferences in Korea are (mostly) a waste of time and resources
Chad O'CarrollChad O'Carroll November 24, 2022
Why decoupling from China creates economic and security risks for South Korea
Analysis

Why decoupling from China creates economic and security risks for South Korea

China would have has less reason to consider economic costs and security risks of escalatory policies if delinked

Why decoupling from China creates economic and security risks for South Korea
Kina KunzKina Kunz November 23, 2022
Saudi Arabian megaproject promises windfall for South Korea but carries risks
Analysis

Saudi Arabian megaproject promises windfall for South Korea but carries risks

Yoon has shown few qualms about economic cooperation with Middle Eastern state despite seeking to boost human rights

Saudi Arabian megaproject promises windfall for South Korea but carries risks
John LeeJohn Lee November 22, 2022
The network fee fiasco that could cripple South Korea’s internet
Analysis

The network fee fiasco that could cripple South Korea’s internet

Proposed law would penalize popular content providers and discourage investment, while abandoning net neutrality

The network fee fiasco that could cripple South Korea’s internet
John LeeJohn Lee November 15, 2022
Tragic factory death sets Yoon administration up for showdown with labor unions
Analysis

Tragic factory death sets Yoon administration up for showdown with labor unions

Boycott against bakery chain could could fuel labor-led protests against the unpopular, pro-business president

Tragic factory death sets Yoon administration up for showdown with labor unions
John LeeJohn Lee November 10, 2022
Legoland default a bleak signal for South Korea’s corporate bond market
Analysis

Legoland default a bleak signal for South Korea’s corporate bond market

ROK authorities have indicated they’ll intervene to avert a crisis, but some defaults and rate raises likely inevitable

Legoland default a bleak signal for South Korea’s corporate bond market
Peter WardPeter Ward November 7, 2022
Xi Jinping’s consolidation of power spells trouble for South Korea
Analysis

Xi Jinping’s consolidation of power spells trouble for South Korea

China doubled down on competition with US at party congress, jeopardizing 30 years of fruitful cooperation with Seoul

Xi Jinping’s consolidation of power spells trouble for South Korea
James FretwellJames Fretwell October 27, 2022
South Korean banks are wildly undervalued. Foreign investors should take a look.
Analysis

South Korean banks are wildly undervalued. Foreign investors should take a look.

Government oversight limits growth but improved capitalization has left banks better prepared for economic shocks

South Korean banks are wildly undervalued. Foreign investors should take a look.
Daniel TudorDaniel Tudor October 26, 2022
Why South Korea’s highly regulated economy is a headache for foreign investors
Analysis

Why South Korea’s highly regulated economy is a headache for foreign investors

While the country excels at transparency, entrenched interests in key sectors limit returns foreign investors can expect

Why South Korea’s highly regulated economy is a headache for foreign investors
Peter WardPeter Ward October 25, 2022
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