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Services matter more in the AI era, but regulation isn't enough (KOR)
Semiconductor-led gains mask weak service productivity, leaving Korea’s AI-era competitiveness constrained by regulation and underinvestment.
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National Pension Service hamstrung as Kospi plunges (KOR)
The National Pension Service’s limited buying during Korea’s market rout highlights the cost of suspending rebalancing during the previous rally.
-
Services matter more in the AI era, but regulation isn't enough
Semiconductor-led gains mask weak service productivity, leaving Korea’s AI-era competitiveness constrained by regulation and underinvestment.
-
National Pension Service hamstrung as Kospi plunges
The National Pension Service’s limited buying during Korea’s market rout highlights the cost of suspending rebalancing during the previous rally.