Global
Trade
Mexico: "Car Tariffs Higher Than Korea's"... Raises Complaints to the U.S.
During negotiations to review the U.S.-Mexico trade agreement, Mexico brought a key grievance to the surface: that its automobile tariff rates are actually higher than those of South Korea and Japan.
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Management
GM Launches Full-Scale Energy Storage Business… Targeting Demand from AI Data Centers
General Motors (GM) is aggressively expanding its energy storage business to meet the surging power demand from artificial intelligence (AI) data centers. While making equity investments in startups d…
Stocks
Semiconductor ETF Plummets 10% from Record High… Bets on Further Declines Surge
Speculators betting on a decline (buying put options) are flocking to semiconductor exchange-traded funds (ETFs), which had been in the spotlight as beneficiaries of artificial intelligence (AI) infra…
Energy
Warns of Sudden Surge in Electricity Bills… KEPCO’s ‘AI Safety Alert’
Electricity bill. (Photo = Yonhap News)
#Korea Electric Power Corporation (KEPCO) announced that starting on the 10th, ahead of the summer season when air conditioner use increases, it will provid…
Trade
“Chips, Pears, and Guns Drive the Korean Economy… Without Semiconductors, Korea Lags Behind China”
The Financial Times (FT) has reported that the three pillars of the Korean economy—semiconductors, shipbuilding, and defense—are rapidly rising in tandem amid the competition for artificial intelligen…
Stocks
"TSMC, Samsung, and SK Hynix Dominate Asian Indices... A Vicious Cycle of 'Forced Selling'"
TSMC, Samsung Electronics, and SK Hynix—the three stocks that have benefited the most from the artificial intelligence (AI) rally—account for nearly one-third of the MSCI Asia Pacific (ex-Japan) Index…
Stocks
"It's Not That We Don't Trust Korea..." The Truth Behind the 100 Trillion Won Foreign Selling Spree
While the KOSPI has emerged as a powerhouse in global stock markets by posting its highest-ever year-to-date return, foreign investors continue to sell off shares, offloading tens of billions of dolla…
Stocks
Samsung C&T: Undervalued and Boasting Nuclear Power Momentum…Target Price Raised - Hana
On the 8th, Hana Securities maintained its “Buy” rating on #Samsung C&T, noting that while the value of its holdings, including Samsung Electronics, has risen, the stock price has not fully reflected …
Stocks
KOSPI: Did It Rise Too Fast and Too Much? Global Investors Begin 'Hedging Against a Downturn'
The KOSPI, which has risen by over 90% this year, has begun to sound warning bells of overheating. Bloomberg reported on the 7th that a sense of caution—that the market has “risen too fast and too muc…
Politics (Global)
100 Days Into the U.S.-Iran War… 'A Quagmire of Stalemate' Amid an Unstable Ceasefire
It has been 100 days since the first shots of war were fired between the United States and Iran. The Middle East conflict, which began on February 28 (local time) with airstrikes against Iran by the U…