President Donald Trump announced plans to hike tariffs on South Korean imports to 25%, up from the current 15%. He cited the South Korean legislature’s failure to ratify a trade deal finalized in late 2025 as the primary reason for the increase. The move targets key sectors including automobiles, pharmaceuticals, and lumber.
Despite the news, South Korean equities remained resilient. The benchmark Kospi index rebounded from early losses to hit new record highs, largely supported by intense dip buying. Key highlights from the market reaction include:
Investors appear to be looking past the protectionist rhetoric, focusing instead on strong domestic earnings. However, the 10% rate hike remains a significant hurdle for the economy if finalized.
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Detail Spekulasi Kenaikan Suku Bunga The Fed Dorong Penguatan Dolar (13/10/2026)Dolar AS naik ke level tertinggi dalam 18 bulan karena investor menunggu laporan inflasi utama dan mempertimbangkan ekspektasi kenaikan suku bunga Federal Reserve pada bulan Desember.
Detail Meredanya Harga Minyak Menopang Pasar (10.12.2026)Pasar energi mendingin pada hari Senin seiring turunnya harga minyak mentah Brent mendekati level $103 per barel, yang mengakhiri tren kenaikan selama dua sesi sebelumnya. Penurunan harga minyak dan melandainya imbal hasil (yield) obligasi Treasury memberikan dukungan bagi mata uang utama dan logam mulia, sementara para investor menantikan rilis data inflasi AS mendatang.
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