Korea after the elections. Lee Jay-Keung has one big advantage in that his party controls parliament and he is president. But he faces many daunting challenges that he does not control: 1. The economy is 87% international trade. If US 25% tariffs are imposed it will p... Read More
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05 Apr 25
CNBC Asia 2
Why the poltical crisis in Korea does not end with the impeachment of President Yoon and will be complicated by the looming recession caused by US Tariffs Read More
16 Mar 20
Covid 19 — End Of The Beginning Or The Beginning Of The End
#Finance#China#Monetary Policy#Japan#Markets#Strategy Archive#Economy#Europe#Fiscal Policy#Debt#United States#Government policy#Pandemics#South Korea#Health#Globalization#World Health Organization (WHO)
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
24 Feb 20
MM COVID 19 — Macro Replacing The Human Risks
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
31 Jul 18
Korean Unification - The Long And Short Of It
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
18 Jul 17
Moon's Korea Choices
#Politics#Japan#Strategy Archive#United States#South Korea#North Korea#International Relations#Military#Diplomacy#Alliances
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
09 Dec 10
Korea - Playing With Fire Update
#Politics#China#Geopolitics#Strategy Archive#United States#Risk Assessment#South Korea#North Korea#War#International Relations#Military#Conflicts
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
22 Jul 03
Korea - Dead In The Water
#Finance#Politics#Monetary Policy#Markets#Strategy Archive#Economy#Fiscal Policy#Equities#Bonds#Government#Corporate Sector#South Korea#North Korea#Reform
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
22 Jul 03
Korea Deadinthewater
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
31 Jul 01
Asia Pacific Semiconductor Forecast
#China#Recession#Japan#Taiwan#Strategy Archive#Australia#GDP#Growth#United States#Hong Kong#India#Singapore#Asia-Pacific#Semiconductor Market#Rate#CAGR#Export Market#Trend Analysis#South Korea#Electronic Equipment#Systems Manufacturing#Economic Forecasting.
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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