Group 1 - The U.S. President Trump announced a sudden increase in tariffs on South Korean goods from 15% to 25%, citing the lack of approval from the South Korean National Assembly for a trade agreement [1][2] - The trade agreement framework, reached in July 2025, includes South Korea investing $350 billion in the U.S. and purchasing $100 billion worth of liquefied natural gas and other energy products from the U.S. [2] - Following the announcement, the iShares MSCI South Korea ETF, which tracks the MSCI Korea 25/50 Index, experienced a decline, reversing previous gains [2] Group 2 - There is significant opposition within South Korea regarding the trade agreement, with the ruling Democratic Party arguing that the agreement does not require National Assembly approval, while the opposition party insists it does due to the substantial financial commitments involved [5] - The opposition party criticized the government's negotiation as "humiliating diplomacy," claiming that other competitors like Japan and the EU received better tariff conditions [5] - Some opinions in South Korea suggest that accepting a 25% tariff may be more beneficial for corporate profits than making large investments in the U.S. [5] Group 3 - As of now, it is unclear whether the U.S. will immediately implement the tariff increase, and the South Korean government is preparing to engage in discussions with U.S. officials [6] - South Korean officials are set to meet with U.S. Commerce Secretary to discuss the situation and express their commitment to fulfilling the trade agreement [6] - Earlier in January, the U.S. had threatened to impose tariffs on South Korean semiconductor investments, causing concern within the South Korean semiconductor industry [7]
特朗普宣布对韩加征关税,韩政府:将冷静对待
Guo Ji Jin Rong Bao·2026-01-27 12:19