Let me tell you something uncomfortable. AI job displacement of white collar workers isn’t a future threat — it’s already happening, and most people I talk to here in Korea are still in denial about it. Elon Musk keeps saying AI and robots will make everyone rich. I’ve heard him say it on podcasts, at…
When a ₩57 Trillion Profit Still Isn’t Enough to Win the Stock Market Samsung Electronics just posted one of the most impressive earnings recoveries in its history — a projected operating profit approaching ₩57 trillion for the full year. By any traditional measure, that’s a number that should send investors rushing to buy. Yet from…
Why Korean Consumers Are Splitting Their Subscriptions — And Why It Matters If you want to understand where consumer spending is heading in Asia, watch what Korean households do first. South Korea has historically been an early adopter market — from broadband internet to mobile payments to streaming services. Right now, from where I sit…
The Fed Holds Again — And the Real Question Is What Comes Next When the U.S. Federal Reserve announced another rate hold in March 2026, markets responded with a familiar mix of relief and anxiety. Relief that rates weren’t going higher. Anxiety because, once again, the much-anticipated pivot didn’t come. From where I sit in…
Jensen Huang Just Redrew the AI Map — Here’s Why Korean Investors Are Paying Close Attention Every year, NVIDIA’s GTC conference sets the tone for where the global AI industry is heading. But GTC 2026 felt different. Jensen Huang didn’t just announce new chips — he declared a new era. He called it the “Age…
Every few decades, the global economy experiences a shift so fundamental that it renders old investment frameworks obsolete. We are living through one of those moments right now. From where I sit in Korea — one of the world’s most technology-dense industrial economies — the Fourth Industrial Revolution isn’t an abstract concept. It’s visible in…