Perspectives

The KED View
Time for Samsung to get another Fukuda Report
Eight years ago today, the late Samsung Group leader Lee Kun-hee collapsed at his home following a heart attack, a harbinger of doom six years later.Lee, arguably one of South Korea’s greatest business leaders, died in October 2020, when a Fin
May 10, 2022 (Gmt+09:00)
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Korean chipmakers
Korea losing ground in semiconductor talent development
South Korea, home to the world’s top two memory chipmakers, is losing ground for talent development in the semiconductor sector as fewer profes...
May 09, 2022 (Gmt+09:00)
3 Min readlanguage -
Samsung Group
Two unopened ways Samsung Elec. bolsters share prices
Samsung Electronics Co., South Korea’s largest company by market capitalization, has tried to boost its recently battered share price -- especi...
May 04, 2022 (Gmt+09:00)
4 Min read -
The KED View
Can Samsung Electronics ever catch up to foundry leader TSMC?
For years, Samsung Electronics Co. has been touted as the backbone of the South Korean economy, Asia’s fourth-largest, under the government&rsq...
May 03, 2022 (Gmt+09:00)
4 Min read -
The KED View
Following Japan’s economic decline
When it comes to the economy, would it be faster for South Korea to surpass Japan or be surpassed by Taiwan?Recently, all eyes are on the three East ...
Apr 29, 2022 (Gmt+09:00)
4 Min read -
Korean startups
Yoon admin to launch special startup-support track
The incoming Yoon Suk-yeol administration will lend extra support to the startup ecosystem – biotech and artificial intelligence firms in parti...
Apr 27, 2022 (Gmt+09:00)
2 Min read -
Mergers & Acquisitions
Why South Korean companies don't get tender offers
Elon Musk’s successful bid to buy out the social media platform Twitter for around $44 billion is a kind of deal unlikely to happen in South Ko...
Apr 26, 2022 (Gmt+09:00)
3 Min read -
Economy
Yoon administration to launch strategic committee for semiconductors
President-elect Yoon Suk-yeol’s transition team announced Thursday it is considering a joint public-private committee that will be in charge of...
Apr 22, 2022 (Gmt+09:00)
3 Min read -
Business & Politics
Korea’s Yoon govt to raise nuclear power to 34% of energy source
South Korea’s incoming government plans to extend the service life of eight more nuclear power plants than originally planned as President-elec...
Apr 21, 2022 (Gmt+09:00)
3 Min read -
Alternative investments
High conviction in private credit for a global portfolio
It seems as though the list of risks to investors is rising. Supply chain imbalances, higher raw material costs, rising interest rates, labor shortage...
Apr 12, 2022 (Gmt+09:00)
5 Min read -
Memo from Howard Marks
The pendulum in international affairs
As regular readers of my memos and books know, I’m strongly interested in – you might say obsessed with – the concept of the pendu...
Mar 25, 2022 (Gmt+09:00)
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War in Ukraine
Korea jittery over oil, gas, commodity weaponization
South Korea’s energy and raw materials imports have surged to all-time highs in value terms in the wake of Russia’s invasion of Ukraine, ...
Mar 13, 2022 (Gmt+09:00)
4 Min read -
Business & Politics
President-elect pledges to build S.Korea as 'pivotal' global power
President-elect Yoon Suk-yeol pledges to build South Korea into what he dubs a global 'pivotal' power that contributes to freedom, peace, and prosper...
Mar 10, 2022 (Gmt+09:00)
4 Min readlanguage -
The Deep Dive
How Carlyle aligned interests with Hyundai Motor chair
South Korea's strengthened antitrust rules relating to inter-affiliate trade provided the Carlyle Group with a valuable opportunity to invest in Hyun...
Feb 13, 2022 (Gmt+09:00)
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Memo from Howard Marks
Selling Out
The Korea Economic Daily Global Edition exclusively carries the full text of the latest memos from Howard Marks, co-founder and co-chairman of Oaktree...
Jan 14, 2022 (Gmt+09:00)
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Investment Insights
Howard Marks says should stay in the market now
NEW YORK -- US stock markets remain high but their prices seem reasonable at the current level of interest rates near historic lows, said Oaktree Cap...
Dec 30, 2021 (Gmt+09:00)
4 Min read -
New York Life Investments
[Discussion] Think twice before heavy inflation hedge: NYLIM
[Webinar: Inflation's Impact on Global Asset Allocation] [Interview with Jae Yoon, CIO of New York Life Investment Management]November&r...
Dec 17, 2021 (Gmt+09:00)
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Games
Values from games should be widely used in reality, says CCP Games CEO
The play-to-earn (P2E) model is not a new concept in the gaming industry and will be more important in the long term, global online gaming company CC...
Dec 15, 2021 (Gmt+09:00)
2 Min readlanguage -
Private equity
EQT chairman sees technology and services as attractive sectors in Korea
High price tags of target companies can be justified if you understand long-term trends of the industry and have expertise in the sectors, Conni Jons...
Dec 15, 2021 (Gmt+09:00)
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Economy
South Korea moves to join CPTPP free trade pact as China fears ease
South Korea has officially declared its plan to join a mega Trans-Pacific free trade deal, called the CPTPP, following China’s application to t...
Dec 14, 2021 (Gmt+09:00)
4 Min readlanguage -
Memo from Howard Marks
The winds of change
The Korea Economic Daily Global Edition exclusively carries the full text of the latest memos from Howard Marks, co-founder and co-chairman of Oaktre...
Nov 24, 2021 (Gmt+09:00)
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Supply chain
Global supply crisis endangers S.Korea’s manufacturers
A South Korean electric equipment maker has decided not to seek any new orders as a spike in prices of commodities such as copper and supply disrupti...
Nov 09, 2021 (Gmt+09:00)
4 Min readlanguage -
Supply chain
Deepening diesel exhaust fluid crisis puts Korea’s key industries at risk
The diesel exhaust fluid (DEF) shortage in South Korea stemming from China's suspension of urea exports is getting worse, as local DEF inventories ar...
Nov 05, 2021 (Gmt+09:00)
6 Min readlanguage -
Cryptocurrencies
Korean politicians seek to delay crypto taxation as another bubble looms
South Korean politicians are seeking to delay taxes on gains from cryptocurrency trading by one year as they gear up for the upcoming presidential el...
Nov 03, 2021 (Gmt+09:00)
3 Min read -
Moderna co-founder
Giving away patents not in line with capitalist society
WASHINGTON D.C. -- US-based biotechnology company Moderna Inc. wasn’t a household name until the beginning of last year, when its fate changed ...
Oct 12, 2021 (Gmt+09:00)
6 Min read -
Murata Manufacturing CEO
Japan's Murata redefines customers in game-changing era
KYOTO, Japan - Murata Manufacturing Co., the world's No. 1 producer of multilayer ceramic capacitors (MLCCs) and other electronic components, will ex...
Oct 08, 2021 (Gmt+09:00)
5 Min readlanguage -
Autodesk CEO
Digital transformation, a matter of life and death: Autodesk CEO
SILICON VALLEY – One of the things that have drastically changed the business environment in the pandemic era is the prevalence of companies th...
Oct 07, 2021 (Gmt+09:00)
2 Min read -
ASEAN
Korea needs to expand investment in ASEAN, import good products more
The Association of Southeast Asian Nations (ASEAN) is South Korea’s largest source of trade surplus. The Northeast Asian country generated $34 ...
Sep 29, 2021 (Gmt+09:00)
3 Min read -
App Developers’ Payments Dilemma: Easier With or Without Apple and Google?
SEOUL—South Korea’s app developers can soon sidestep the digital tollway mandated by Apple Inc. and Alphabet Inc.’s Google, but cha...
Sep 10, 2021 (Gmt+09:00)
6 Min read -
Korean games
Game firms seeking strong IP extend ties with content makers
South Korean game developers and publishers are increasingly building business alliances with players in the content industry through equity investme...
Aug 31, 2021 (Gmt+09:00)
2 Min read
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