The Economy Markets

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

Global EV Battery Production Far Exceeds Demand China-Driven Oversupply and U.S.

Designation of Gwangyang as an Industrial Crisis Response Zone High-value transition deemed essential, but electricity costs render ambitions unattainable Industry frustration mounting over ‘half-measures’ in steel support policy

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

Concern over FX instability drives demand for reservesAnxiety grows over insufficient reserve levels

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.

Digital mercantilism drives the U.S.–Korea platform fight in schools Make access reciprocal, data portable, and impact proven Treat ed-tech buying as trade policy to protect learning and competition T

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

Mass adoption of smartphone-grade LPDDRInvestment focuses on mitigating heat and power consumption

Reuters: “U.S. Chip Tariffs May Not Come Immediately” Trump Administration’s Unpredictable Moves Keep the Industry on Edge TSMC and Samsung Face Tougher Calculations on U.S.

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

CXMT Raising DDR5 Share to 60% This Year Potential Price Crash if Mass-Volume Offensive Materializes Rapid Expansion by Chinese Foundry and Fabless Players China’s presence in the global semiconductor market is growing more formidable.

Move interpreted as prioritizing supply-chain stabilityAccumulated frictions only temporarily contained

U.S.

Platform expands into offline touchpointsLicensed goods lineup widens across physical products

Witkoff Leads Drafting of the Proposal Ukraine to Cede Entire Donbas and Cut Forces by Half Harsher Terms Than August Alaska Talks A draft ceasefire proposal for the war in Ukraine, jointly prepared by U.S.