In today’s briefing:
- Yoon’s Impeachment Confirmed: Key Timeline & Regime Change Trade
Yoon’s Impeachment Confirmed: Key Timeline & Regime Change Trade
- The Constitutional Court approved President Yoon’s impeachment. The PM steps in as interim president, with a new election expected by May 28, 2025, before June 3.
- The Democratic Party is the frontrunner, and if they win, expect a “regime change trade” with policy shifts toward green energy, welfare, public stimulus, and SME-focused initiatives.
- Big-Cap builders, nuclear stocks, and major financials may struggle if the new regime focuses on public housing, anti-nuclear policies, and pro-SME, labor-friendly initiatives.
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