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All predictions

Every prediction, with the date it was made and its outcome so far.

27 predictions · South KoreaNewest first
21 Sep 2026Korean drugmakers will face a two-sided squeeze: falling returns from generics just as the government pushes them to spend more on R&D.Unresolved16 Sep 2026South Korea’s mandatory takeover bid rules will reduce overall corporate acquisition activity in 2027.Unresolved9 Sep 2026South Korea's newly drafted acqui-hire merger rule will let most Big Tech AI talent raids go unreported in its first year.Unresolved8 Sep 2026France will grant South Korean carmakers only narrow, model-specific exemptions from its EV subsidy rules within a year, not a blanket carve-out from its carbon-score restrictions.Unresolved4 Sep 2026Samsung and SK Hynix's new fabs at the Yongin-Pyeongtaek semiconductor mega-cluster will face transmission and power-connection delays past their original completion targets.Unresolved3 Sep 2026Samsung and SK Hynix will secure formal exemption or reduced tariff treatment under Washington's semiconductor tariff offset programme within six months without pledging a single new dollar of US investment.Unresolved1 Sep 2026Beijing will impose at least one new retaliatory trade measure targeting South Korean firms within three months, using Seoul's new export licensing regime for advanced chips as the pretext.Unresolved27 Aug 2026South Korea will not submit a formal CPTPP application in 2026, and will instead unveil an expanded farmer and fisher compensation fund, likely exceeding 1 trillion won, before any Cabinet decision to apply.Unresolved14 Aug 2026South Korea's industrial electricity tariffs up by more than 5% cumulatively by 2028 if its new climate law is enacted, as state utility KEPCO passes through rising carbon-allowance costs.Unresolved10 Aug 2026Seoul will water down its tax reform plan by restoring the option for Korean retail investors to keep tax breaks on savings accounts that hold US stock funds.True10 Aug 2026At least one Japanese, Korean or Taiwanese wafer or polysilicon producer will announce a new US plant before August 2027 to dodge Washington's Section 232 tariffs.Unresolved6 Aug 2026A major South Korean steel, shipbuilding or automotive group will sign a binding technology-purchase commitment with SME robotics or AI-component suppliers by November 2026.Unresolved
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