Group 1 - The core point of the news is that South Korea has committed to a $350 billion investment as part of a trade agreement with the United States, primarily in the form of loan guarantees rather than direct capital injection [1][3] - The actual equity commitment from Seoul will remain below 5%, focusing on supporting commercially viable and pre-reviewed U.S. projects instead of providing unconditional financial support [3] - The agreement reached last week helped South Korea avoid a worst-case scenario of a 25% import tariff, which would have severely impacted its export-dependent economy, where exports account for over 40% of GDP [3] Group 2 - The structure of the fund in South Korea is similar to Japan's $550 billion commitment, which is also primarily based on guarantees, with only 1% to 2% expected to be actual investments [3]