Latest Market News
South Korea Nominates Ex-Naver CEO Han Seongsook as PM to Lead AI Transformation
President Lee Jae Myung picks Han Seongsook, former Naver CEO, as prime minister. If confirmed, she would be first female PM in 20 years, tasked with AI transformation.
South Korea Chip Rout Deepens as AI Boom Shows Cracks
South Korea's Kospi plunges 5.5% amid global tech sell-off after Broadcom's weak earnings, signaling a potential cooling of the AI boom.
Nvidia CEO's South Korea Visit: Cultural Diplomacy Meets Chip Strategy
Jensen Huang's South Korea trip blends K-pop, baseball, and barbecue with strategic talks amid US-China tensions and Senate testimony.
AI Chip Boom Fuels Korea, Taiwan Markets, But Japan Offers Better Risk-Reward: Barclays
South Korea and Taiwan have soared on AI semiconductor demand, but extreme market concentration in a few chipmakers raises vulnerability. Barclays suggests Japan offers better risk-reward with diversified AI exposure.
South Korea's Tech Rally Drives Kospi to New Record High
South Korean stocks hit fresh highs as tech stocks surge, with Samsung Electronics jumping over 10%. The rally bucks mixed Asia-Pacific markets.
Kospi's All-Time High Masking Dangerous Breadth Deterioration
South Korea's Kospi hits record highs but analyst warns of a swift downside reversal due to extreme concentration in Samsung and SK Hynix.
Kospi's Heavyweight Duo Sparks Concentration Risk Warning
BTIG warns Kospi's rally is overly reliant on Samsung and SK Hynix, with breadth deterioration signaling potential reversal.
South Korea ETF at Risk: Concentration Warning
BTIG warns iShares MSCI South Korea ETF faces downside reversal due to extreme concentration in Samsung and SK Hynix, despite Kospi highs.
Naphtha Crunch Hits Japan and South Korea as Iran Conflict Strains Supply
A naphtha shortage, stemming from the Iran conflict, is paralyzing petrochemical giants in Japan and South Korea, with operating rates slashed and supply chains under threat.
Russia Warns US: Evacuate Kyiv as Peace Talks Stall
Russia warns US to evacuate Kyiv amid stalled peace talks. Naphtha shortages hit South Korea, raising global supply chain risks.
South Korea's AI Job Displacement Fears: Deputy PM Urges Wealth Redistribution
South Korea's deputy PM warns AI may worsen inequality and job losses, calling for public benefit. Analysis of labor market impact and policy response.
Samsung Strike Suspension: A Pause in Labor Unrest Amid AI Wealth Debate
Samsung Electronics suspends strike as South Korea's deputy PM warns AI could worsen inequality. Analysis of labor and tech policy.
AI-Driven Market Shake-Up: Taiwan and South Korea Leap Ahead
AI is reshaping global stock market rankings, with Taiwan and South Korea surpassing Western peers. A deep dive into the winners and losers.
South Korea's Low Rates Fuel XRP Demand as SBI Files Japan's First Spot ETF
SBI Holdings files for Japan's first spot XRP ETF, citing low-rate economies like South Korea pushing retail toward alternative assets.
Foreign Exodus Drives Kospi to the Brink as $13.2 Billion Flees
Kospi volatility nears record highs amid $13.2 billion foreign sell-off and geopolitical tensions. Analysis of market impact and outlook.
Samsung Strike Threat: 12.5% GDP at Risk as Union Plans Mass Walkout
President Lee Jae Myung calls for labor-management balance as Samsung union threatens strike affecting 47,000 workers, risking 12.5% of South Korea's GDP.
Samsung Strike Threatens 12.5% of South Korea's GDP
A potential strike at Samsung Electronics could disrupt 12.5% of South Korea's GDP, prompting presidential intervention.
Samsung Strike Threat: South Korea's Economic Achilles' Heel
A potential strike at Samsung Electronics could disrupt 12.5% of South Korea's GDP, prompting presidential intervention and highlighting systemic risks.
Seoul's Rare Arbitration Move: A New Era for Samsung Labor Relations?
South Korea invokes emergency arbitration to block a Samsung strike, signaling a shift in labor policy with potential market and political ripples.
Seoul Steps In: Why Samsung Strike Averted Is a Double-Edged Sword
South Korea invokes emergency arbitration to block Samsung strike. We analyse the market implications and what it means for investors.