Sustinvest

Sustinvest is a specialized ESG research firm that provides comprehensive analysis on company-level ESG performance, industry-level ESG issues, and ESG-related regulations. In particular, we attempt to identify investment risks and opportunities associated with events such as corporate governance changes and M&A. We also conduct company visits and fundamental analysis to discover smaller companies with sustainable business model which are usually overlooked by institutional investors. Our focus is on Korean listed companies and not limited to specific sectors.  

Responsible investment, Proxy advisory

Yoon’s Impeachment Confirmed: Key Timeline & Regime Change Trade

Proxy Advisory Firm, Sustinvest

SUSTINVEST

Proxy Advisory Firm

Korea Stock Exchange Kospi Index (KOSPI INDEX)

<ul>
<li>On April 4, 2025 (KST), South Korea's Constitutional Court formally removed former President Yoon Suk Yeol from office in accordance with the constitutional order.</li>
<li>This decision is expected to significantly reduce political uncertainty. However, external factors such as the U.S. government's reciprocal tariff policies will continue to have substantial impact on Korean markets.</li>
<li>June's presidential election favors government change. Global investors should watch the Democratic Party's capital market reform proposals.</li>
</ul>


On April 4, 2025 (KST), South Korea's Constitutional Court formally removed former President Yoon Suk Yeol from office in accordance with the constitutional order.
This decision is expected to significantly reduce political uncertainty. However, external factors such as the U.S. government's reciprocal tariff policies will continue to have substantial impact on Korean markets.
June's presidential election favors government change. Global investors should watch the Democratic Party's capital market reform proposals.


President Yoon's Impeachment: Impact on Korean Capital Markets