AJP Focus
AI spending binge steepens Korea's bond curve
SEOUL, September 03 (AJP) - As the race for AI supremacy sends government and corporate spending into the stratosphere, investors are demanding more to lend for decades — a shift showing up starkly in South Korea, where yields have risen progressively faster toward the long end of the government bond curve. The yield chart over the past year shows an increasingly steep repricing toward longer maturities. The 30-year yield has climbed the most, touching a record 4.751 percent in August, wh
September 3, 2026
-
Will AI contracts shield Korean chipmakers from boom-and-bust cycle? September 2, 2026
-
Korean jobseekers face an AI test with no rulebook September 1, 2026
-
U.S. EV plants may lay "golden eggs" for Korean battery makers September 1, 2026
-
Two Koreas reshuffle military command for very different battles August 31, 2026
-
AI windfall buys homes, cars and luxury watches in Korea's chip enclave August 27, 2026
-
BOK front-loads tightening, but disinflation tests early hikes August 27, 2026
-
Chip payouts may give Korean won more room to run August 26, 2026
-
Trump's nuclear realism tests Seoul's denuclearization line August 25, 2026
-
Gartner estimate $1 trillion memory sales, aiding Korean chip stocks August 25, 2026
