The KED View
Don’t dwell on Korea discount; light up visibility on global stage
To the world, South Korea is well known as home to the world’s top two memory chipmakers, Sam...
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Perspectives
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The KED ViewWhat's wrong with making money from startup exits?
In South Korea, those who struck it rich from property investments are the subject of envy, but startup founders who make big money from their exits have become the target of criticism, Saeju Jeong, co-founder and CEO of the US healthcare unicorn No
Aug 22, 2024 (Gmt+09:00)
In South Korea, those who struck it rich from property investments are the subject of envy, but startup founders who make big money from their exits have become the target of criticism, Saeju Jeong, co-founder and CEO of the US healthcare unicorn No
Aug 22, 2024 (Gmt+09:00)
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Jul 10, 2024 (Gmt+09:00)
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The KED View
Korea: Underrated as seat of commercial arbitrationSouth Korean companies prefer seats of arbitration in other countries over domestic ones to resolve...May 10, 2024 (Gmt+09:00)
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The KED View
Japan’s heavy hand with Naver: Uneasy sign for market economyRecent actions by the Japanese government and chief executives of LY Corp. and SoftBank Corp. are r...May 10, 2024 (Gmt+09:00)
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The KED View
Shinsegae’s day of reckoning looms for online ambitionsBack in 2021, South Korea’s retail titan Shinsegae Inc. beat its archrival Lotte Shopping Co....May 08, 2024 (Gmt+09:00)
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The KED View
K-pop: Pros and cons of HYBE's multi-label systemDisputes between HYBE Co. and its label behind popular girl group NewJeans has made headlines as an...Apr 24, 2024 (Gmt+09:00)
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The KED View
Labor reform urged in Korea with higher wages than JapanWages at South Korean companies, both large and small, have surpassed those of their Japanese count...Mar 18, 2024 (Gmt+09:00)
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The KED View
Defy convention with long-run plans to upvalue Korean stocksThe South Korean stock market has been on an upward swing in recent weeks, with many partly attribu...Feb 23, 2024 (Gmt+09:00)
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The KED View
Shareholder activism at the cost of facility investmentsSouth Korea’s large business groups are in emergency mode to brace for proxy fights with acti...Feb 20, 2024 (Gmt+09:00)
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The KED View
Yes to cannabis but no to bitcoin?Aftershocks continue in the South Korean financial market following the country’s financial r...Jan 16, 2024 (Gmt+09:00)
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The KED View
Beware political risk, No.1 factor in Korea DiscountCorporate governance and management transparency have long been the big issues influencing the so-c...Nov 20, 2023 (Gmt+09:00)
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The KED View
Windfall tax on Korean banks to create quintuple burdenKoreans are piqued by banks raking in extraordinarily handsome profits and handing out generous bon...Nov 16, 2023 (Gmt+09:00)
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The KED View
WeWork vs Starbucks as workspace in South KoreaIn 2019, WeWork’s business model underwent a reality check.Its application for an initial pub...Nov 14, 2023 (Gmt+09:00)
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The KED View
Five most common frustrations of Korean entrepreneursA South Korean company recently gave up on its plan to venture into the burgeoning robot market.Fai...Oct 12, 2023 (Gmt+09:00)
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Memo from Howard Marks
Fewer losers, or more winners?My memos got their start in October 1990, inspired by an interesting juxtaposition between two even...Sep 22, 2023 (Gmt+09:00)
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The KED View
K-pop without ‘K’ nurtured to evolve into global mainstream genreBang Si-hyuk, founder and chairman of South Korea’s entertainment powerhouse HYBE Co., has be...Sep 19, 2023 (Gmt+09:00)
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The KED View
Falling on deaf ears: Costco Korea cart pusher's deathCostco Wholesale’s co-founder Jim Sinegal had said South Korea was a “fantastic market,...Aug 13, 2023 (Gmt+09:00)
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The KED View
Why do so many S.Korean innovators bow out following success?Bernard Arnault, chairman and CEO of the global luxury goods leader LVMH Moët Hennessy Louis V...Jul 20, 2023 (Gmt+09:00)
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Perspectives
China’s hasty rate cut signals trouble ahead for Asia’s 2023Add officials at the People’s Bank of China to the list of those disappointed by China’s...Jun 15, 2023 (Gmt+09:00)
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Perspectives
Optimism and hope for South KoreansI sometimes receive emails from Koreans asking why I don’t consider some of the more troublin...Jun 02, 2023 (Gmt+09:00)
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The KED View
Korean won needs economic fundamentals recovery for reboundThe South Korean won is underperforming most other currencies as Asia’s fourth-largest econom...May 16, 2023 (Gmt+09:00)
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Perspectives
US default drama is last thing South Korea needsAt a White House dinner last month, Yoon Suk Yeol turned heads singing Don McLean’s “Ame...May 16, 2023 (Gmt+09:00)
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The KED View
Align Partners' shareholder activism? Think twiceThe three-month saga over the control of the K-pop pioneer SM Entertainment Co. early this year was...May 11, 2023 (Gmt+09:00)
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The KED View
In South Korea, innovation is subject to regulatory approvalIn a country like South Korea with few natural resources to run its economy, innovations or brillia...Apr 26, 2023 (Gmt+09:00)
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Memo from Howard Marks
Lessons from Silicon Valley BankThis isn’t going to be another history of the meltdown of Silicon Valley Bank. Dozens of th...Apr 18, 2023 (Gmt+09:00)
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Perspectives
South Korea’s MSCI campaign has time problemIt’s that time of year again, when South Korea turns on the charm offensive to impress the gan...Apr 14, 2023 (Gmt+09:00)
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The KED View
What’s the next K-sensation after rise of 60-year-old K-ramen?It was not easy for latecomer Samyang Foods Co. to come up with a recipe for its own instant ramen...Apr 11, 2023 (Gmt+09:00)
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The KED View
Time for South Korea's answer to the US battery subsidy actThe latest guidelines on US subsidies for electric vehicles under the Inflation Reduction Act come ...Apr 04, 2023 (Gmt+09:00)
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The KED View
Jury still out on Korean chipmakers’ tech upgrades in ChinaWhen the US Commerce Department announced the guardrail clauses on the CHIPS and Science Act earlie...Mar 24, 2023 (Gmt+09:00)
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Perspectives
US bank failure triggers Asia’s 2008 PTSDIf anyone at South Korea's National Pension Service has been planning a 2023 vacation, it might be t...Mar 15, 2023 (Gmt+09:00)
4 Min read
