Perspectives
The KED View
Labor reform urged in Korea with higher wages than Japan
Wages at South Korean companies, both large and small, have surpassed those of their Japanese counterparts.According to a report on wage comparisons between South Korea and Japan published by the Korea Enterprises Federation, the monthly wages of Ko
Mar 18, 2024 (Gmt+09:00)
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The KED View
Defy convention with long-run plans to upvalue Korean stocks
The South Korean stock market has been on an upward swing in recent weeks, with many partly attributing it to President Yoon Suk Yeol’s pledge ...
Feb 23, 2024 (Gmt+09:00)
4 Min read -
The KED View
Shareholder activism at the cost of facility investments
South Korea’s large business groups are in emergency mode to brace for proxy fights with activist funds at annual general meetings (AGMs) next ...
Feb 20, 2024 (Gmt+09:00)
2 Min read -
The KED View
Yes to cannabis but no to bitcoin?
Aftershocks continue in the South Korean financial market following the country’s financial regulator’s ban on the trading of spot bitcoi...
Jan 16, 2024 (Gmt+09:00)
3 Min read -
The KED View
Beware political risk, No.1 factor in Korea Discount
Corporate governance and management transparency have long been the big issues influencing the so-called Korea Discount, alongside labor strife and t...
Nov 20, 2023 (Gmt+09:00)
3 Min read -
The KED View
Windfall tax on Korean banks to create quintuple burden
Koreans are piqued by banks raking in extraordinarily handsome profits and handing out generous bonuses amid the high-interest rate environment that ...
Nov 16, 2023 (Gmt+09:00)
4 Min read -
The KED View
WeWork vs Starbucks as workspace in South Korea
In 2019, WeWork’s business model underwent a reality check.Its application for an initial public offering the same year was met with investor s...
Nov 14, 2023 (Gmt+09:00)
2 Min read -
The KED View
Five most common frustrations of Korean entrepreneurs
A South Korean company recently gave up on its plan to venture into the burgeoning robot market.Fair-trade regulations that prohibit the creation of ...
Oct 12, 2023 (Gmt+09:00)
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Memo from Howard Marks
Fewer losers, or more winners?
My memos got their start in October 1990, inspired by an interesting juxtaposition between two events. One was a dinner in Minneapolis with David Van...
Sep 22, 2023 (Gmt+09:00)
long read -
The KED View
K-pop without ‘K’ nurtured to evolve into global mainstream genre
Bang Si-hyuk, founder and chairman of South Korea’s entertainment powerhouse HYBE Co., has been leading a global girl group audition program in...
Sep 19, 2023 (Gmt+09:00)
3 Min read -
The KED View
Falling on deaf ears: Costco Korea cart pusher's death
Costco Wholesale’s co-founder Jim Sinegal had said South Korea was a “fantastic market,” where it ran its largest store in terms of...
Aug 13, 2023 (Gmt+09:00)
4 Min read -
The KED View
Why do so many S.Korean innovators bow out following success?
Bernard Arnault, chairman and CEO of the global luxury goods leader LVMH Moët Hennessy Louis Vuitton, is well known for sporting a full head of ...
Jul 20, 2023 (Gmt+09:00)
3 Min read -
Perspectives
China’s hasty rate cut signals trouble ahead for Asia’s 2023
Add officials at the People’s Bank of China to the list of those disappointed by China’s post-COVID-19 reopening boom. On June 13, PBOC Go...
Jun 15, 2023 (Gmt+09:00)
4 Min read -
Perspectives
Optimism and hope for South Koreans
I sometimes receive emails from Koreans asking why I don’t consider some of the more troubling social issues their country faces when I am plan...
Jun 02, 2023 (Gmt+09:00)
4 Min read -
The KED View
Korean won needs economic fundamentals recovery for rebound
The South Korean won is underperforming most other currencies as Asia’s fourth-largest economy is gradually losing steam for long-term growth.T...
May 16, 2023 (Gmt+09:00)
3 Min read -
Perspectives
US default drama is last thing South Korea needs
At a White House dinner last month, Yoon Suk Yeol turned heads singing Don McLean’s “American Pie.” It was a uniquely lighthearted m...
May 16, 2023 (Gmt+09:00)
4 Min read -
The KED View
Align Partners' shareholder activism? Think twice
The three-month saga over the control of the K-pop pioneer SM Entertainment Co. early this year was a painful lesson about activist funds: Don’...
May 11, 2023 (Gmt+09:00)
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The KED View
In South Korea, innovation is subject to regulatory approval
In a country like South Korea with few natural resources to run its economy, innovations or brilliant business ideas are crucial to its survival.It i...
Apr 26, 2023 (Gmt+09:00)
3 Min read -
Memo from Howard Marks
Lessons from Silicon Valley Bank
This isn’t going to be another history of the meltdown of Silicon Valley Bank. Dozens of those have appeared in my inbox over the past month,...
Apr 18, 2023 (Gmt+09:00)
long read -
Perspectives
South Korea’s MSCI campaign has time problem
It’s that time of year again, when South Korea turns on the charm offensive to impress the gang at MSCI to win developed market status.And Presi...
Apr 14, 2023 (Gmt+09:00)
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The KED View
What’s the next K-sensation after rise of 60-year-old K-ramen?
It was not easy for latecomer Samyang Foods Co. to come up with a recipe for its own instant ramen noodle 60 years ago when Japanese rival Nissin Fo...
Apr 11, 2023 (Gmt+09:00)
2 Min read -
The KED View
Time for South Korea's answer to the US battery subsidy act
The latest guidelines on US subsidies for electric vehicles under the Inflation Reduction Act come as a relief in every sense to South Korean battery...
Apr 04, 2023 (Gmt+09:00)
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The KED View
Jury still out on Korean chipmakers’ tech upgrades in China
When the US Commerce Department announced the guardrail clauses on the CHIPS and Science Act earlier this week, South Korea’s government offici...
Mar 24, 2023 (Gmt+09:00)
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Perspectives
US bank failure triggers Asia’s 2008 PTSD
If anyone at South Korea's National Pension Service has been planning a 2023 vacation, it might be time to cancel. The recent collapse of Silicon Vall...
Mar 15, 2023 (Gmt+09:00)
4 Min read -
The KED View
Vietnam’s rise: An ominous sign for Korean chipmakers
Just a few years back, it was Taiwan that was on everyone’s lips in the semiconductor industry.The small East Asian island country, home to the...
Feb 16, 2023 (Gmt+09:00)
3 Min read -
Perspectives
Biden must ensure US allies aren’t China collateral damage
The biggest irony about China-US relations today is just how much Xi Jinping misses Donald Trump. China’s leader would never admit this. Nor di...
Feb 15, 2023 (Gmt+09:00)
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Perspectives
Korea’s nuclear power: Ample export opportunities ahead
The recent energy crisis dealt a particularly hard blow to Europe given its heavy dependency on Russian gas. The world was once again awakened to the...
Jan 30, 2023 (Gmt+09:00)
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Perspectives
Elon Musk’s vision for Korean innovation isn’t crazy
For a “genius,” Elon Musk sure does say lots of mindless things. Yet on any list of the least crazy ideas from the Tesla founder, his take...
Jan 15, 2023 (Gmt+09:00)
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The KED View
No holds barred: State support for Samsung, SK Hynix, Hyundai Motor
It couldn’t come at a worse time.South Korea’s exports are set for a 4.5% decline in 2023. So believes the Yoon Suk-yeol government.The g...
Jan 03, 2023 (Gmt+09:00)
4 Min read -
Economy
Italian envoy to Korea says what works in Korea works globally
Italian Ambassador to South Korea Federico Failla said that as both Italy and Korea cherish and prioritize the importance of tradition and innovation...
Dec 26, 2022 (Gmt+09:00)
3 Min read
Hidden Champions
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