Korean Stock & Equity Research

Macro & Policy/Tax & Fiscal Policy

South Korea's official inflation rate sits comfortably around 2.4%, even as Seoul apartment prices have risen sharply this year. That gap isn't a mystery — it's a direct consequence of what Korea's CPI basket does and doesn't measure, and a new housing finance package could be about to test that gap's limits. Table of ContentsComparing Korean and US CPI BasketsThe Missing Piece: Owners' Equivale..

Macro & Policy/Tax & Fiscal Policy

In 2013, South Korea's central bank stopped buying gold entirely after a purchasing spree left it staring at a 33% paper loss and years of public criticism in parliamentary audits. It didn't buy another gram for 13 years. On August 3, 2026, the Bank of Korea broke that silence — and this time, it's buying differently. Table of ContentsThe 2011-2013 Purchase and the Backlash That FollowedHow the ..

Macro & Policy/Tax & Fiscal Policy

The UK spent decades building a savings account so simple that a quarter of the population now uses one. Japan copied it, then kept sweetening the deal until nearly half of Japanese investors in their 30s hold equities. South Korea launched its own version in 2016 — and has spent the years since adding restrictions rather than removing them. A new reform announced on August 3, 2026 continues tha..

Macro & Policy/Tax & Fiscal Policy

South Korea's 2026 Real Estate Tax Reform Plan marks one of the most significant shifts in property taxation policy in recent years. At its core, the reform tightens the tax burden on non-resident and high-value property owners while concentrating benefits on single-home owners who actually live in their property. For anyone holding, buying, or analyzing Korean real estate assets, understanding ..