P
Perry Kojodjojo
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Aug 24, 2026
Jackson Hole, Treasury buybacks, and Korea
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14:27Henry AllenHOST
So Perry, I was hoping you could tell us a bit more about that and how domestic policy in Korea is responding to that.

Perry KojodjojoGUEST
Yeah, look, um, industrial policy clearly is becoming a center again to global economic strategy, I think.

Perry KojodjojoGUEST
If you think about manufacturing technology, innovation, competitive metrics, Korea is one of the best in the world, and its strength really is enforced by a very active policy, um, from the government.

Perry KojodjojoGUEST
If you think about industrial ecosystem, um, Korea has built a globally competitive position across a huge amount of sectors: semiconductors, batteries, shipbuilding, defense, robotics, et cetera.

Perry KojodjojoGUEST
And these industries are supported by a deep industrial ecosystem, spending from engineering talent, R&Ds, uh, cap- uh, capabilities, and world-class infrastructure.

Shreyas GopalHOST
So what's the latest, and what's your latest view on, on how you see things developing for, for the currency in particular?