Market Analysis: Trump's remarks reignite uncertainty about the South Korea-US trade agreement.

Trade relations between South Korea and the United States have become a focus, as President Trump previously threatened to impose tariffs on South Korean imports, citing Seoul's failure to comply with an agreement reached last year. Economist Mark Titeying of DBS Group stated that if this measure is implemented, the increased tariffs would weaken the competitiveness of South Korean exporters in the United States at a time when trade flow is stabilizing. Compared to their Japanese counterparts, this move would particularly impact car manufacturers. It could also raise concerns that South Korean chip manufacturers may not receive preferential treatment under the semiconductor tariff framework in the United States, potentially putting them at a disadvantage in competition with their peers in China and Taiwan. Titeying said that investors may reassess the broader direction of South Korea-US relations. The White House has not yet announced any official action to change tariff rates.