Hanwha Succession: Who Gained Among the Three Kim Brothers, from One Basket to Three Paths
Hanwha succession: who gained among the three Kim brothers. Kim Dong-kwan holds 33.93% of Hanwha Corp; Kim Dong-seon took KRW 854.1bn and a new holdco.
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Bank of Korea Holds Rate at 3.00%: Why a 0.12pp Real Rate Points to a November Hike (2026)
The Bank of Korea held at 3.00% on Oct 22, 2026, but with 2.9% inflation the real rate is just 0.12pp. Why the author expects a hike to 3.25% on Nov 26.
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Korea Non-Regular Workers Hit Record 8.67 Million: Why the Rise Is All Workers Over 60 (2026)
Korea’s non-regular workers hit a record 8.67 million (38.5%) in 2026, but the 60+ group rose 135,000 vs a 103,000 total. Regular job growth fell to 10,000.
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Gold Price Down 25.9%: Why Real Yields, Not Central Banks, Now Set the Gold Price (2026 Outlook)
Gold is down 25.9% from its $5,594.82 record. Real yields rose to 2.74% and explain 60% of the drop; the old high needs 1.23%. Korean investors lost 34.6%.
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Musk Calls Memory Prices ‘Extortionate’: Why China’s 2028 Push Won’t Break the Pricing Power of Samsung Electronics (005930.KS) and SK hynix (000660.KS)
Musk calls memory prices extortionate and points to China in 2028. Why a 15% shortage, no Chinese HBM and CXMT’s 84.74% margin protect Samsung and SK hynix.
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Korea’s Diesel Export Cap at Seven Months: A KRW 256 Gap per Liter, Surplus Diesel, and What It Means for S-Oil (010950.KS) and SK Innovation (096770.KS)
Korea capped diesel prices and exports in March. Sales are down 7.6% and exports pay KRW 256 a liter more. Why the surplus should go, and S-Oil, SK Innovation.
