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At War 60 Days: Decoupling deepens in Korean markets as stocks rally alone SEOUL, April 30 (AJP) — Decoupling across South Korean asset markets has intensified over the past two months of war in the Middle East, with equities extending a solo rally while the currency and bond markets remain under pressure. With few safe havens in a wartime environment, equities have emerged as the primary risk asset. In contrast, the won and government bonds — more exposed to macroeconomi
At War 60 Days: Korea learns to wean off Gulf crude and naphtha SEOUL, April 30 (AJP) - A return to unfettered access through the Strait of Hormuz — and to the cartel-defined Gulf order that once governed energy flows — is increasingly unlikely, even if Middle East tensions ease. For South Korea and other import-dependent economies, the emerging reality is one where security premiums outweigh the old calculus of cost and effici
At War 60 Days: Trump again crying wolf? Seoul dismisses US troop pullout worries SEOUL, April 30 (AJP) - Washington has hardly been shy about prioritizing a home-first defense strategy over the Indo-Pacific, with repeated signals of potential rollbacks in U.S. force deployments in both Europe and South Korea — a direction embedded in its National Defense Strategy. Those warnings have only grown louder as allies have shown limited appetite to back Washington in its confrontation with Ir