Taiwan Arms Freeze and Korea Rally: Asia Rearmament Trade Accelerates
The $14 billion U.S. arms sale pause to Taiwan just triggered the most important regional security realignment since the Korean War armistice—and equity markets are pricing it faster than Washington intended. Korea’s KOSPI surged 8.86% today, its largest single-day gain in three years, while the won weakened 1.38% against the dollar. This isn’t noise. When … Read more