AI Pick

  • NH-Amundi Asset Management Outlines Five Physical AI Investment Themes NH-Amundi Asset Management, which launched what it described as South Korea’s first active exchange-traded fund focused on physical artificial intelligence, on Tuesday laid out its investment strategy for the physical AI era. The firm said companies that use AI effectively are likely to be bigger beneficiaries than those that primarily build AI, and it presented themes spanning the AI value chain, including energy, optical communications infrastructure and semiconductors. The company held April 22, 2026
  • Trump Weighs Extending Jones Act Waiver as Iran War Pressures Oil Prices President Donald Trump is considering extending a shipping-regulation waiver introduced after the Iran war pushed up fuel prices, Axios reported. Axios, citing a Trump ally, said the president is weighing an extension of a waiver of the 1920 Jones Act. The law requires cargo shipped between U.S. ports to travel on U.S.-flagged vessels, a rule long criticized for driving up transportation costs. “The president is happy with where things are,” the ally said. Trump wants to keep the waiver April 22, 2026
  • PEF Council Chair Park Byeong-geon Says Group Aims to Launch Industry Association in Second Half The private equity fund (PEF) industry’s biggest issue this year is launching an industry association. The sector is working to convert the existing PEF council into a formal association, with a target of launching in the second half of the year. The move is aimed at unifying the industry’s policy-response channel as financial authorities tighten regulation. Park Byeong-geon, chairman of the private equity council, said he is confident the association can be launched within the year. “Vie April 22, 2026
  • Hanwha Asset Management Highlights Investment Strategy for Korea Manufacturing Amid Supply Chain Shift Hanwha Asset Management said it held an investment strategy seminar to assess opportunities in South Korean manufacturing as global supply chains are reshaped. The firm said Tuesday it hosted the two-day seminar, titled “The New Cold War Era and the Revival of Korean Manufacturing,” starting Monday at The Plaza Hotel. The seminar was planned as supply chains are being rapidly reorganized amid U.S.-China tensions and rising geopolitical strains. Hanwha Asset Management said South Korea April 22, 2026
  • Mirae Asset Venture Investment Jumps on SpaceX IPO Hopes; Other Related Shares Rise Shares seen as beneficiaries of a potential SpaceX listing surged in South Korea on Tuesday. According to the Korea Exchange, Mirae Asset Venture Investment was up 11,150 won, or 23.55%, at 58,500 won as of 1:01 p.m., compared with the previous session. The stock touched 61,500 won during the session, setting a new 52-week high. At the same time, Aju IB Investment rose 18.65% and YJ Link gained 6.63%. The rally was attributed to buying in companies that have invested in Spac April 22, 2026
  • South Korea’s Constitutional Court to Hear Yoon Challenge to Special Insurrection Trial Law The Constitutional Court will formally hear a petition filed by former President Yoon Suk Yeol’s legal team challenging the law that provides the basis for a special appellate panel in his case on charges of leading an insurrection.  According to legal officials on Tuesday, the court sent Yoon’s constitutional complaint on the Act on Special Cases Concerning Criminal Procedure for crimes including insurrection, foreign aggression and rebellion to a full hearing the previous day. The cou April 22, 2026
  • Seoul High Court vows swift handling of Yoon insurrection appeal amid delays The Seoul High Court on Tuesday addressed criticism over delays in scheduling hearings in the appeal of former President Yoon Suk Yeol, who is charged as the ringleader of an insurrection. At a press briefing at the court in Seoul, spokesperson Yu Jemin said that under the special counsel law on insurrection, the deadline to submit an appellate brief in cases indicted by a special prosecutor has been shortened to seven days from 20. Yu said rules requiring a sentencing date do not apply April 22, 2026
  • PPP Floor Leader Song Eon-seok Visits Fasting Lawmaker Ahn Ho-young, Urges Him to Stop Song Eon-seok, floor leader of the People Power Party, visited Democratic Party lawmaker Ahn Ho-young on the 22nd and urged him to end his hunger strike, saying, “You need to be healthy first. Please get up soon.” Song went with Yoo Sang-beom, the PPP’s senior deputy floor leader for parliamentary operations, to Ahn’s protest site outside the National Assembly, where Ahn has been on a hunger strike for 12 days. Song, looking grim, sat at the site, held Ahn’s hand and spoke with him for April 22, 2026
  • Police Seek Arrest Warrant on Murder Charge in Cargo Truckers Union Death Police have launched a full investigation into a fatal incident at a rally by the Cargo Truckers Solidarity Division of the Korean Confederation of Trade Unions’ Public Transport Workers’ Union. South Gyeongsang Provincial Police said Tuesday that its major crimes unit applied for an arrest warrant for a nonunion man in his 40s, identified as A, on suspicion of murder after he drove a cargo truck into the crowd during a rally on April 20 in front of the CU Jinju Logistics Center (BGF Logi April 22, 2026
  • FSS: More Financial Firms Put Consumer Protection on Board Agendas and KPIs Financial firms are increasingly adopting management practices that put consumer protection at the center, South Korea’s Financial Supervisory Service said.  The watchdog said that, among 77 companies subject to its financial consumer protection assessment, 69 now report their consumer protection management strategy to their boards of directors. It also said 15 companies operate a consumer protection-related subcommittee within the board.  The FSS said the biggest shift is the board’s rol April 22, 2026