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News & Insights

[Newsletter] Mandatory Tender Offer Debate and ‘Korea Discount’

[Mandatory Tender Offer Debate and ‘Korea Discount’]The debate over Korea’s mandatory tender offer system is gaining momentum as policymakers consider amendments to the Capital Markets Act.While the proposed reform is intended to strengthen minority ...
Aug, 2026
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Korea’s Quantum Leap: Building an AI-Era “Indispensable Nation”

On 29 June, Korea’s government set out megaproject commitments approaching $1 trillion across semiconductors, physical AI, and AI data centers, which President Lee Jae-myung framed as the foundation for an AI-era growth model. Samsung’s Lee Jae-yong ...
Jul, 2026
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DP Sweeps Local Elections but Falls Short in Key Battlegrounds: Winners and Their Industry Agenda

Korea's June 3 local elections delivered a split verdict. The Democratic Party swept 12 of 16 metropolitan positions, but lost the most-watched race: incumbent PPP Mayor Oh Se-hoon held Seoul in a narrow win, running on housing affordability and chec...
Jun, 2026
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Korea’s June Local Elections: regional dynamics and the stakes for industry

Korea's June 3 local elections arrive one year into the Lee Jae-myung administration and will determine how much governing momentum the ruling party carries into its second year. This edition maps the key races and what each outcome means for industr...
May, 2026
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At the Global Frontier: Inside Korea's Four Strategic Sectors

Korea's Lee administration is using a strong legislative majority to move fast on four sectors it wants to define the next decade. This edition of the GR Korea newsletter covers what is happening in each. Korea's semiconductor edge now comes from a s...
Mar, 2026
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February’s Plenary Sessions: What Passed and What It Means for Industry

Korea's National Assembly held two significant plenary sessions this month. On 12 February, 63 bills were passed — without opposition participation — followed by a second session on 24 February, where the ruling party pushed through remaining legisla...
Feb, 2026
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