The Korea Economic Daily – At the moment when Korean economy is moving in line with global trends, recent changes to the Trump administration’s security policy and the Iran conflict have turned into geopolitical instability, which has accelerated the aggressive investment direction of global big‑tech companies. In particular, large capital investments in the field of artificial intelligence (AI) are provoking long‑term interest‑rate rises, thereby increasing volatility in financial markets and deepening economic uncertainty.
These circumstances present two key points for domestic and foreign investors. First, it indicates that big‑tech firms are focusing on value creation through AI development. This implies that even as capital costs rise with the long‑term interest‑rate increase, an investment strategy must pursue both technological innovation and growth potential. Second, under geopolitical tension, financial market volatility accelerates; domestic firms must manage their financial structure and external risk. In particular, uncertainty caused by the Iran conflict leads to international trade and price fluctuations, requiring investors to reassess risk.
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This article was prepared to assist domestic and foreign investors in understanding the volatility of big‑tech and financial markets, and to support strategic decision making.