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Korea After the Elections - wait!

Update ·David Roche ·06 Jun 2025

Korea after the elections. Lee Jay-Keung has one big advantage in that his party controls parliament and he is president. But he faces many daunting challenges that he does not control: 1. The economy is 87% international trade. If US 25% tariffs are imposed it will p…

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South Korean Crisis - Update

Strategy Report ·David Roche ·07 Jan 2025

S. Korea Political Crisis - Update. Ultimately the South Korean political crisis will be resolved by constitutional reform and an election leading to a left-wing government. There’ll no further threat of a coup or imposition of martial law. The arrest warrant for impeached Presi…

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News

China PLA Purge & S. Korean Constutuionl Crisis.

Update ·David Roche ·26 Dec 2024

The relevance of China purges and Korean Constitutional crisis to investors: China - Purge. This brings to 20 the senior officer purged in the last 18 months. The purpose is bring the PLA more under Xi’s direct control. It helps tranform the PLA into a more honed …

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