President Lee’s Policies Fuel Stock Rally

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The KOSPI surge is partly attributed to President Lee Jae-myung’s market-friendly policies. Investor optimism around AI semiconductor suppliers like Samsung and SK Hynix, combined with political stability following the presidential election, has driven record gains.

Samsung Electronics: +95% YTD

SK Hynix: +242% YTD

The recent APEC summit in Gyeongju and NVIDIA CEO Jensen Huang’s announcement of 260,000 AI chips to Korean firms further boosted market sentiment.

Meanwhile, crypto investors feel sidelined as traditional equities outperform digital assets. Bitcoin, for comparison, is up only 11% YTD.