Korea Is Writing Its Own GENIUS Act — for the Won. Here’s Who Benefits
The GENIUS Act was built to export the dollar; Korea’s won stablecoin bill defends the won. Until Seoul settles who issues, it’s a legislation trade.
Why Is the Kospi Down Today? The July 7 Crash in 7 Numbers
Samsung posted the biggest quarterly tech profit in history — and the Kospi fell 4.91%, tripping a circuit breaker. Seven numbers explain the crash.
Is Samsung Foundry Dead? What the Obituaries Miss About Its 2nm Order Book
TSMC now owns 72.3% of the foundry market and Samsung 6.5% — an 11x gap. So why did Tesla hand Samsung a $16.5 billion contract, and why is Nvidia next?
How to Buy Korean Stocks from the US in 2026: Three Doors, Step by Step (SK Hynix’s ADR Is Only One)
In 2026 three doors opened for US investors to buy Korean stocks — SK Hynix’s Nasdaq ADR, direct KRX access via Interactive Brokers, and the EWY ETF.
One Filing, ₩1.12 Trillion: What HD Hyundai Electric’s Big-Tech Data-Center Deal Actually Tells Investors
On July 2, 2026, HD Hyundai Electric disclosed a ₩1.12 trillion (~$721M) power-infrastructure contract with an unnamed global big-tech firm for North…
The ‘Next Japan Trade’ Paradox: Korea Copied Japan’s Playbook, Hard-Coded It Into Law — and Foreigners Still Sold $97 Billion
Korea copied Japan’s governance-reform playbook, then went further and wrote it into law. So why did foreign investors dump a record ₩148 trillion in H1…
EWY Top Holdings: You Didn’t Buy ‘Korea’ — You Bought Two Memory Stocks
SK Hynix and Samsung Electronics are now over half of the EWY ETF — and 57–60% of the KOSPI itself.
Korea’s ‘New Japan Trade,’ One Year In: Did Copying Japan Actually Work?
Global funds call Korea “the new Japan trade.” One year into the Value-Up push, buyback cancellations hit records and the law now forces them — yet…
Korea Just Cut Dividend Taxes. If You’re a Foreign Investor, Your Rate Didn’t Move — Here’s Why.
Korea’s 2026 dividend tax cut is real — but it’s a resident-only, three-year break. Foreign investors’ withholding rate (22%, or 15% by treaty) didn’t…
Looking for Korea’s ‘Constellation Energy’? There Isn’t One — and That Gap Is the AI-Power Story
US investors play the AI power boom through Constellation and Vistra. Korea funnels all that demand through one regulated utility — KEPCO — where the…