John M. Shin

Publisher and Managing Editor

[John M. Shin @FinancialWeek]

@rbrtrmstrng What is going to drive AMZN's sudden and meteoric rise in FCF beginning in 2027?

[John M. Shin @FinancialWeek]

#오비츄어리 영국이 낳은 21세기 최고 명성의 화가 David Hockney 88세 나이로 숨을 거두었다. 추상화 일변도인 20세기 그림 사조에 과감하게 인물화를 다시 새롭게 시도한 분으로서 전통을 되살리면서 동시에 당대 흐름을 깨뜨리는 파격을 보여준 분이었다.

[John M. Shin @FinancialWeek]

OECD estimates 2026-2050 Korea is set to experience the largest increase in non communicable disease burden, with a 6 percent opportunity cost to its GDP. https://t.co/CWbKvumWUo

[John M. Shin @FinancialWeek]

Shin Hyun Song appointed the new Governor of the Bank of Korea, succeeding Rhee Chang-yong. Professor Shin is expected to steer Korea's monetary policy in the context of pro-growth, pro-efficiency policies and away from wasteful property sector. https://t.co/TkPeIsSH2x

[John M. Shin @FinancialWeek]

Japan LDP in a surprise voted for Sanae Takaichi, first female PM in history. Takaichi's imperatives are 1)secure a stable coalition with Komeito and 1 or 2 more opposition parties, 2)boost personal disposable income by reforming income tax regime.

[John M. Shin @FinancialWeek]

Best part of the conference was the lunch box at the venue, Hotel Shilla Seoul, with outstanding quality ingredients culled from the sea and asparagus wrapped in thin beef slices.

[John M. Shin @FinancialWeek]

#USKorea 26 AUG 2025 saw CSIS and Korea's Joongang Ilbo Daily hosting the 2025 forum of high level diplomats and other experts to discuss US-Korea relations, with James Mattis delivering a keynote speech. (In the threads) Things I noted at the conference. https://t.co/XVrUvU9mVA

[John M. Shin @FinancialWeek]

7)US-Korea share a common goal of deterrence of conflict on the peninsula. What exactly constitutes deterrence is a matter of nuances and interpretations.

[John M. Shin @FinancialWeek]

6)Trump and Rubio and the US bureaucrats are not always on the same wavelength. This fissure is an opportunity for counterparts in Korea and other allies when dealing with Trump.

[John M. Shin @FinancialWeek]

5)North Korea's Kim Jung Un is dead set on removing the nuclear disarmament agenda from US priorities, to which South Korea, Japan, and the US cannot agree. This is fundamentally unresolvable.

[John M. Shin @FinancialWeek]

4)With 70 percent of Koreans now supporting own nuclear weapons program, the imperative is on the US nuclear umbrella moving from DEFCON 4 to DEFCON 3 or 2, paving the way to bringing nuclear warheads to Korea.

[John M. Shin @FinancialWeek]

3)Lee-Trump summit on Monday this week did not touch on the issues feared disadvantageous to Korea, eg. opening the market in Korea for US beef and rice, accepting redeployment of US military stationed in Korea.

[John M. Shin @FinancialWeek]

2)The lesson of the Ukraine War for Korea is the risk of acquiescing to a US strategy of containing a neighbor with superior military (China) and losing control of the delicate balance of power dynamics.

[John M. Shin @FinancialWeek]

1)In the summit in Washington on Monday this week Trump raised his desire for the US military to obtain the land on which Camp Humphrey stands, saying the costs of building the fort was borne by the Pentagon. Quite the contrary, 90 percent of the expenses borne by KR.

[John M. Shin @FinancialWeek]

#Korea #LeeJaeMyung Policies focused on 1)revitalizing economic growth via AI investment and renewable energy, 2)improving relations with China, 3)corporate governance reforms. Overall timid and short of structural reforms for PRODUCTIVITY growth.

[John M. Shin @FinancialWeek]

#Korea #Election Lee Jae-myung is set to win the Presidential election by 1)the widest margin ever, 2)highest share of votes, 3)fastest winning call.

[John M. Shin @FinancialWeek]

#Korea #NextPresident Lee Jae-Myung swept the Democratic Party's primaries and now set to win the Presidential election 03JUN2025. Reactionary conservatives in Korea still cannot fathom this prospect and in disarray. Lee's policies portend focus on the economy.

[John M. Shin @FinancialWeek]

#Korea Yoon's demise has been foreseen in his violent bursts of fits and tantrums. Korean voters keep making wrong choices in candidates that are inexperienced and megalomaniacal. Go figure.

[John M. Shin @FinancialWeek]

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[John M. Shin @FinancialWeek]

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