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FDI in Korea & Asia 2025: Semiconductors, Batteries, Biotech, and the New Supply Chain Map

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📌 Trends in Foreign Direct Investment (FDI) in Korea and Asia ― Reading the Direction of Global Capital (Part 1) 📌 Introduction ― Why is FDI Important? When we talk about “foreign investment,” there are actually two very different types. One is portfolio investment, such as buying stocks and bonds, which reflects the movement of short-term capital. The other is Foreign Direct Investment (FDI). While portfolio investment seeks short-term financial returns, FDI is far more long-term and structural in nature. Foreign companies or investors do not merely buy shares. Instead, they build factories, set up research centers, hire local workers, and transfer technology. For example, Samsung building a semiconductor plant in Texas or Hyundai establishing an EV production base in Indonesia are both considered FDI. Therefore, when FDI flows into a country, it does not just mean that “money came in.” It brings much more than that: Technology: Advanced manufacturing know-how and R&...

Global Trade War 2.0: How Carbon Taxes and Subsidies Are Redrawing the Economic Map

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🌍 Global Trade War 2.0 — The New Order Shaped by Carbon and Subsidies From the U.S. IRA and CHIPS Act to the EU’s CBAM, and the responses of China and Korea. Carbon taxes and subsidies have emerged as the new weapons of trade, reshaping the global economic order. This article offers an in-depth analysis of what strategies businesses and investors must prepare for. --- Introduction — Why Carbon and Subsidies Became the New Weapons of Trade Until the late 20th century, the central issue in international trade disputes was primarily “tariff rates—lowering or raising them.” Countries negotiated through the WTO to reduce trade barriers, or, when necessary, raised tariffs to protect domestic industries. But entering the 2020s, the rules of the game have completely changed. Today, the decisive factors in trade are carbon regulation and government subsidies. The United States is pulling global companies onto its soil through subsidies, the European Union (EU) has made carbon taxes...