How debt restructuring, rebuilt reserves and a fiscal turnaround are reshaping the country’s credit fundamentals — and what it means for emerging market debt investors
Korean equities have rallied strongly since 2025, driven by AI and advanced technology demand that has lifted earnings expectations, particularly for semiconductor leaders. Beyond tech, improving governance, shareholder-friendly reforms, and broader opportunities support the investment case.
This year, the signal arrived early. Across Europe, extreme heat and dry conditions accelerated crop development, bringing harvest activity forward in several regions and increasing concerns around water stress. Summer had arrived early in the farming calendar¹.