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Kospi’s Rally Needs More Than Semiconductors | South Korea News
Korea’s Kospi is surging, but an economist warns it’s too early to celebrate—gains haven’t fundamentally revalued the market. The semiconductor boom is driving growth, turning chips into a global strategic asset and boosting Korea’s economy, yet over-reliance on this sector creates a bottleneck. For lasting strength, diversification and domestic economic resilience are key. Corporate governance reforms show promise, but real change demands consistent execution—not just new rules. Building a true “Korea Premium” will take sustained, long-term effort, mirroring Japan’s journey. Listen in…
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