Category: Economy
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US Announces Additional Tariffs on Mexico, Canada, and Chinaโฆ Global Supply Chain Disruptions Inevitable
On February 1, 2025, the U.S. government announced that it would impose a 25% tariff on Mexico and Canada and a 10% tariff on China. This measure is expected to have a significant impact on the global trade environment. A White House spokesperson dismissed foreign media reports on the announcement as “false” and claimed that…
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AI Tech War Intensifies?โฆ NVIDIA Stock Plunges 16%
Chinaโs AI startup DeepSeek has announced the development of a large-scale AI model with a budget of approximately $6 million (about 8 billion KRW), causing turmoil in global stock markets. Since AI model development has typically required billions of dollars, the market is closely watching whether DeepSeekโs low-cost, high-performance model could reshape the cost structure…
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[Series] โก The Choice of Global Companies: ‘Dual Listing’ and ‘Single Listing’
In Korea, cases of “dual listing,” where both a parent company and its subsidiaries are listed separately, frequently occur. Dual listing can lead to conflicts of interest among investors and distortions in corporate value, which are often pointed out as characteristics of the corporate structure in Korea. In contrast, overseas examples show that major companies…
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[Series] โ Dual Listing: A Double-Edged Sword Threatening Corporate Value
Dual listing refers to the act of listing the same subsidiary of a company on multiple stock markets. This term typically describes cases where both the parent company and its subsidiary are separately listed, a subject that often sparks controversy in Korea. When a subsidiary, which serves as a major revenue source for the parent…
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From TikTok to Tariffsโฆ What Direction Will Trumpโs Policies Take?
Easing of Trump Tariff Concerns Boosts Global Stock Markets U.S. President Donald Trump has significantly reduced the intensity of his tariff policies upon taking office, leading to positive reactions in global financial markets. On his first day in office, President Trump signed numerous executive orders. However, contrary to initial concerns, he withheld large-scale tariff policies,…
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Trump Administrationโs Second Term Begins: Changes in the Korean Economy and Stock Market
As Donald Trump takes office as the 47th President of the United States on January 20, 2025, attention is growing on how his policies will impact the Korean stock market. Consequently, the domestic stock market is expected to be influenced in various ways amidst these changes. First, the defense industry sector is drawing attention, as…
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โPerformance Bonuses Paid in Sharesโโฆ Samsung Electronicsโ Experiment: Innovation or Burden?
Samsung Electronics announced on the 17th that part of the excess profit performance bonus (PS) for executives will be paid in company shares. This marks a rare change in compensation policy among major domestic companies and is interpreted as an effort to strengthen executivesโ sense of responsibility and enhance corporate value. This decision by Samsung…
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Bank of Korea Proposes Balanced Development and Structural Reforms Amid Low Growth Crisis
Necessity of Balanced Development and Structural Reforms to Overcome Low Growth in the Korean Economy The Bank of Korea recently released a report emphasizing that South Koreaโs potential growth rate has been continuously declining and that proactive reforms and balanced development are necessary for recovery. According to the report, South Koreaโs potential growth rate, which…