The South Korea equity market is highlighted as a top macro trade for the next decade due to low P/E ratios and new regulations mandating dividends and buybacks. Financial data indicates that Samsung and SK Hynix are projected to pay a combined $435 billion in taxes between FY26-28, an amount equivalent to nearly half of the total South Korea Government Debt. Individually, Samsung is expected to contribute $239.6 billion while SK Hynix is projected to pay $196 billion in tax revenue over that period.

By rektmando
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