Financial

US tariffs pushed Chinese exports through Southeast Asia instead of stopping them Factories and supply chains there still rely heavily on China Trade policy must target real value chains, not just flags on shipping labels

Rearmament budgets and backlogs—not civilian optionality—drove the valuation surge Dual-use R&D earns its premium by de-risking delivery and scaling deployable systems Policy should fund deployability, embed compliance, and protect targeted spillovers

Q3 Record for Overseas Investment Persistent Capital Outflows amid Weakened Korean Fundamentals Reversal Requires Restoration of Investment Appeal Korea’s economy is facing mounting concerns as the won-dollar exchange rate continu

Reevaluation of traditional retailRising investment in AI, automation, and IoT

First U.S. Jobs Data Released Since the Shutdown Sends Mixed Signals AI-Driven Job Shock, Fewer Immigrants, and Budget Cuts Push Unemployment Higher “Hold or Cut?” — Opinions Split on the Federal Reserve’s Next Rate Move The U.S.

CBDC privacy decides whether people will use digital cash Most countries want CBDCs for sovereignty; the U.S.

Europe may move to 5% defence Use EU bonds, cut weak subsidies, and buy jointly Ring-fence education and expand skills Europe is being asked to plan defence spending at 5% of GDP.

SEC–CFTC harmonization now; no immediate merger Use a risk-tiered model while stablecoin rules cover payment risks Merge only if regulated payment stablecoins dominate activity and definitions converge In June 2025, sta

Worker death exposes failure in early responseCritical public scrutiny continues despite reforms

China–Japan Government Bond Yield Gap Nearing First-Ever Inversion China’s Production, Consumption, and Investment in Retreat Stimulus Measures Failing to Restore Momentum The yield spread between Chinese and Japanese government bonds h

Foreign Institutional Investors Snap Up Korean Distribution Centers Supply of Distribution Centers Has Fallen Sharply in Recent Years, Signaling an End to the Oversupply Era Rapid Automation May Also Be Fueling Investor Demand The

Growing fatigue with leftist governments’ unmet promisesHopes for diversified foreign partnerships sway voters

Hyundai Plans to Lift U.S.

Mass Exodus from Subscription Savings Accounts Surging Sale Prices, Tighter Regulations, and Escalating Point Competition Mortgage Caps Reduced, Making It a ‘Distant Story’ for Ordinary Households The housing

Labor-market data remain stable despite fears of severe job lossesThe logic of “rising unemployment → need for rate cuts” collapses

Markets bet on a rate hold despite hawkish signalsWeakening labor data destabilizes near-term policy expectations

Musinsa Faces Growing Skepticism Over Its Elevated Valuation Top-line Expansion Continues, but Profitability Pressure Persists PER of 143 Times Far Outstrips Industry Average by Tenfold As Musinsa—often described as a heavyweight valued at

Financial sector bracing for full mobilizationContradictions in a funding model that leans on public money

China’s Actual Gold Purchases This Year Estimated at 250 Tons — Far Above Official Figures A Strategy to Hedge Dollar Risk and Strengthen the Yuan’s Global Role As De-Dollarization Spreads Around China, the U.S.

Surging Capital Inflows Driven by AI and Big Tech Rally, Hitting Highest Level in Four Years Market Caps of Alibaba and Tencent Surpass U.S.