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South Korea's President Lee Signals Policy Shifts: What US Investors Need to Know

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In a pivotal press conference marking his 100th day in office, South Korean President Lee Jae-myung addressed critical issues with significant implications for international investors. The speech, held on September 11, 2025, touched upon simmering diplomatic tensions with the U.S. and outlined key domestic economic policies aimed at reshaping South Korea's investment landscape. For US investors, the conference offered a crucial glimpse into the new administration's priorities and potential market shifts. Key Takeaways International Impact: President Lee issued a stark warning that the recent US immigration raid on a Hyundai plant in Georgia could make Korean firms "hesitant" about future US investments, signaling potential diplomatic and economic friction. Economic Drivers: The administration plans an "aggressive fiscal policy" to stimulate growth and signaled flexibility on a controversial capital gains tax hike for large shareholders, prioritiz...