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…