9th IBA Asia Pacific Regional Forum Biennial Conference

3 Mar - 5 Mar 2027

Session information

Concurrent session 5A: Riding the artificial intelligence wave amid geopolitical turbulence: valuation spikes, volatility and governance reforms in Korea and global capital markets

Description

Fuelled by the generative artificial intelligence expansion, South Korean technology and semiconductor players have surged into the core of global technology supply chains, creating an unprecedented co-dependence between South Korean and US/global capital markets. Yet, this global capital inflow brings intensified cross-market volatility, driven by US-China tech rivalries, tightening international export controls and shifting macroeconomic policy. To stabilise domestic capital flows and align with international investor expectations, South Korea has enacted sweeping regulatory overhauls — including landmark Commercial Act amendments extending directors’ fiduciary duties to minority shareholders, mandatory treasury-share cancellations and revamped short-selling regulations. This session will examine the broader global capital ecosystem, analysing cross-border investment and ADR listing structures, supply chain compliance under geopolitical trade constraints and emerging legal disputes—ranging from institutional shareholder activism and proxy battles to international regulatory enforcement.

Session / Workshop Chair(s)

Young Jin Ha Bae Kim & Lee, Seoul, South Korea
Yohsuke Higashi MORI HAMADA & MATSUMOTO, Tokyo, Japan