Korea Economic Daily

Pressuring Iran via social media Tells Fox News he is optimistic about a "deal by tomorrow" U.S. President Donald Trump has postponed by another day the timing of an “all-out attack” on Iran. In a post on Truth Social that day, Trump wrote, without f

US President Donald Trump said on the 5th (local time) that talks with Iran are ongoing and that there is a high chance they will be concluded by the next day. He also said he would seize Iran’s oil. In an interview with Fox News that day, asked abou

If exchange controlling shareholders are capped at 20% The 100% acquisition deal structure must be reworked With legislation on the Framework Act on Digital Assets delayed, Naver Financial and Dunamu’s ‘big deal’ has run into snags. That is because i

Kim Jung-min, PwC Consulting Partner (Managing Director) The banking industry is moving beyond mobile-centric digital transformation and into a phase reshaped around artificial intelligence (AI). Going forward, banks’ competitiveness will be determin

Ambassadors of the six Gulf Cooperation Council (GCC) countries to South Korea pledged to give South Korea priority supply of energy, including crude oil, in a meeting with Deputy Prime Minister Koo Yun-cheol, who also serves as minister of the Minis

‘Five grueling weeks’ after the U.S.-Iran war Bigger drop than Japan and Taiwan Foreigners switch to ‘buying’ from April “KOSPI near historic lows” As the KOSPI tumbled on the shock of the U.S.-Iran war, retail investors stepped in with record ‘buyin

Use of alternative routes via the UAE and Saudi Arabia In May, to secure 60% of last year’s crude volume Considering additional release of 20 days’ worth of strategic reserves Mitsui O.S.K. Lines vessel transits the strait again With the de facto clo

NH Investment & Securities: "KOSPI seen moving between 5,000 and 5,700 this week" Brokerages expect the KOSPI to remain volatile this week (6–10) as trading is driven by developments in the U.S.–Iran war. Analysts advise watching this week’s economic

Domestic gasoline and diesel prices are rising in tandem in the wake of the Middle East war. In particular, the average gasoline price in Jeju has topped the 2,000-won-per-liter (L) level. According to Opinet, the Korea National Oil Corporation’s oil

Polymarket, a prediction-betting platform, posted a market allowing users to bet on when a US fighter pilot missing in Iran would be rescued, but removed it after a wave of criticism. On the 4th (local time), US outlets including NBC News and CNBC re

President Lee Jae-myung squarely pushed back against criticism that compiling high-oil-price relief funds could increase the fiscal burden on local governments. He said the additional resources paid to local governments through the supplementary budg

Iranian Foreign Minister Abbas Araghchi said he has never refused talks with the United States mediated by Pakistan. In a post on X on the 4th (local time), Araghchi said "U.S. media are misquoting Iran’s position," adding, "We deeply appreciate Paki

Applies to vessels heading to Iranian ports Conditional on prior coordination with authorities Iran is reportedly allowing passage through the Strait of Hormuz only for vessels transporting essential goods and the like to its own ports. Iran’s Tasnim

The global food price index released by the UN Food and Agriculture Organization (FAO) continued its upward trend last month. South Korea’s Ministry of Agriculture, Food and Rural Affairs said on the 4th that last month’s food price index came in at

‘Trump risk’ persists Consider strong earnings and undervalued names Nine sidecar triggers since the outbreak of the Middle East war “Oil-driven rate declines likely limited… focus on PBR appeal” With uncertainty lingering from the U.S.-Iran war, Kor

April 2 marked the first anniversary of “Liberation Day.” A year ago, President Trump announced extraordinarily high reciprocal tariffs. As stock and bond prices plunged, trillions of dollars were wiped out. Then, a week later on April 9, he said he

What ‘pension ants’ bought last month Concentrated in semiconductors and the KOSPI Semiconductor- and KOSPI-index-related exchange-traded funds (ETFs) were the most heavily purchased in major securities firms’ retirement pension accounts last month.

US acknowledges launch of search-and-rescue operation Unclear whether the pilot is in custody The United States on the 3rd (local time) began a search-and-rescue operation for a US fighter pilot who ejected after being shot down over Iran. Iranian me

‘Anomaly signals’ in the international crude market WTI May contract posts the widest gap vs. June Driven by mounting fears of a near-term supply crunch Like the ‘Suez moment’ that broke British primacy Cracks in dollar-based trading erode U.S. influ

90,000 accounts in about 10 days after launch FX reserves at end-March down $4.0bn The Returning Investment Account (RIA), introduced last month to stabilize the foreign-exchange market, pulled about 480 billion won of funds back onshore in roughly 1

Contrary to U.S. President Donald Trump’s claim that Iran’s core military capabilities have effectively been neutralized, U.S. intelligence agencies assessed that Iran still retains a substantial level of missile-launch capability. Citing intelligenc

Appointment to be decided at an extraordinary shareholders’ meeting on the 6th Yoon Soo Lee (pictured), former standing commissioner of the Securities and Futures Commission under the Financial Services Commission (FSC), has been tapped as the next p

Samsung Electronics·SK hynix up 4–5% FX rate ends at 1,505 won, down 14.5 won The KOSPI rebounded more than 2% on expectations that the Strait of Hormuz may reopen. Foreign investors turned net buyers in the KOSPI for the first time since the 18th of

The government will implement temporary regulatory easing—including import and transportation exemptions—for items at high risk of supply disruptions such as naphtha. Deputy Prime Minister and Minister of Economy and Finance Koo Yun-cheol, who chaire

Major Wall Street indexes ended mixed. Stocks opened sharply lower after hawkish remarks by U.S. President Donald Trump, but pared some losses on reports that Iran is preparing a draft protocol with Oman regarding safe passage through the Strait of H

Iran floats ‘joint management’ of Hormuz with Oman Third-country consortium also envisions ‘bypass tolls’ Stocks rebound despite risk of toll regime being institutionalized More important than an end to the war: normalizing energy flows Crossroads: f

Global IBs Re-rate Korean Equities JPMorgan: “Korean stocks correcting on overbought conditions” Samsung target raised to 300,000 won SK Hynix also lifted to 1.55 million won Morgan Stanley reiterates buy on semiconductors KOSPI and KOSDAQ tumbled in

Unrivaled reusable launch vehicle technology OpenAI, Anthropic also waiting to go public SpaceX said on the 1st (local time) in an interview with Bloomberg that it is targeting an IPO valuation of $1.75 trillion (about 2,650 trillion won). That is la