In today’s briefing:
- A Clear Understanding of the Narrative Around Easing Bank–Industry Separation in Korea
A Clear Understanding of the Narrative Around Easing Bank–Industry Separation in Korea
- The reason why the president’s office is considering temporarily easing bank–industry separation is to facilitate funding for the 150T won National Growth Fund.
- Samsung and SK may form bank-backed JVs to fund AI semis, HBM, and data center projects, enabling flexible capital deployment across the AI semiconductor ecosystem.
- Chaebol holdings with direct AI exposure could gain smoother access to big-ticket funding, potentially sparking continued aggressive short-term flows around Samsung and SK holdings post-Chuseok.
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