Geopolitics - KoreaPlus-Lifes

Navigating the Storm: How Stiglitz’s Bearish US Outlook and Iran Tensions Reshape the USD/KRW Rate and South Korean Investment Strategy (March 2026)

March 18, 2026 by 도경(DOKYUNG)

Cover illustration representing Navigating the Storm: How Stiglitz's Bearish US Outlook and Iran Tensions Reshape the USD/KRW Rate and South Korean Investment Strategy (March 2026)

In-depth analysis of how US economic slowdown fears and rising oil prices are impacting the USD/KRW rate and dictating defensive investment strategies for South Korean companies and investors.

South Korea’s Defense Export Surge: Navigating Geopolitical Lock-in Effects Amidst Rising Global Tensions and Inflation

March 17, 2026 by 도경(DOKYUNG)

Cover illustration representing South Korea's Defense Export Surge: Navigating Geopolitical Lock-in Effects Amidst Rising Global Tensions and Inflation

Analyzing the structural tailwinds for Korean defense firms amid global rearmament, high inflation, and Northeast Asian security shifts as of March 2026.

Navigating the AI Cold War: South Korea’s Fabless and Foundry Survival Guide in the US-China Tech Showdown (March 2026)

March 16, 2026 by 도경(DOKYUNG)

us china ai hegemony korean semiconductor survival strategy 2026

An analysis of how the US-China AI cold war and Pax Silica alliance impact Korean fabless and foundry survival strategies as of March 2026.