Headline: Seoul pivots to record domestic investment.
Top Story
Under President Lee’s push to keep capital at home, the majors have unveiled large domestic programs: Samsung ~450 trillion won (5-yr), SK ~128 trillion won (through 2028), Hyundai 125 trillion won (2026–2030).
The signal: protect Korean R&D and fabs even as the US deal calls for $350B stateside.
BCW Take
Korea’s “invest at home” turn is partly a hedge against US tariff volatility.
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