CORNYVERSE

Following the Korea–U.S. summit on August 25 (local time) , trade, investment, and security issues are moving in tandem. We’ve distilled what shifting tariffs, prospective investment funds, and the possibility of renewed talks on North Korea signal for Korean companies and investors—in plain language.   🎯 Key Takeaways ✅ Expanded discussions on tariffs and investment (large-scale funds), plus cooperation in strategic industries/supply chains (shipbuilding, nuclear, semiconductors) ✅ References to possible resumption of dialogue on North Korea’s nuclear program highlight two-sided geopolitical event risks ✅ Investors should prioritize the policy finalization timeline and clearly separate domestic winners vs. potential losers Even after the summit, detailed negotiations continue, making confirmation and implementation schedules the key variables. Track how quickly and how far policies are specified across tariffs, i...

Shipbuilding $150B Fund & Reshoring: An ETF Roadmap Linked to Korea–US Trade Strategy Tariff Alignment • Energy • Defense — ETF Baskets for the 2025–2027 Transition As US–China rivalry intensifies and reshoring accelerates, Korea and the United States have outlined a new trade framework. Markets quickly rotated toward industries most exposed to policy support. The working headlines: a potential 15% flat tariff structure, a $350B investment package, and a proposed $150B shipbuilding fund. Here is a data- and policy-driven ETF game plan. Image credit: Kyunghyang Shinmun 🎯 Key Takeaways ✅ Policy-to-portfolio link: 15% flat tariff talk + US $350B package + a proposed $150B shipbuilding fund → actionable ETF themes. ✅ Time-horizon view: Near term — Korea large caps & EV/semis (EWY, DRIV). Mid term — shipbuilding & green vessels (TIGER Shipbuilding Top10, KODEX K-Green Shipbuilding). Long te...