Kimchi & Capital

Korea, read closely.

Where Korean family business meets European capital. The edition every week it matters, and the long reads behind it, from Seoul and Barcelona.

The edition

The take, 5 to 7 items with a source on every one, and one read from the ground. Free, in full, for a work email. No card, no password.

You also get the summary of every long read on the desk.

The latest edition

26 Jul 2026

The won just closed Korea's cheap window.

The take

For most of this year, foreign funds could buy Korean assets at a discount, because the won was weak. This week that discount started to disappear. The won got stronger, exports hit another record, and the funds that spent the first half buying Korea cheaply now have to pay more. The story is not slowing down. The window to get in early is just getting more expensive. The capital is ready and the targets are known. What is changing is the price of moving first.

Here is what each move means for your side of the table.

Read the edition →

Read closely

All long reads →

How it works

  1. The edition is free, in full, for a work email.
  2. Every long read opens its thesis and contents to anyone, and its summary to members.
  3. A seat at the desk opens the full reads, the discussion under them, and a line to the desk. From €149 a month.

Nothing on the desk is a recommendation to buy or sell a security. It is intelligence on companies, sectors and institutions, for the people who deal with them.

Take a seat.

Desk, €149 a month or €1,490 a year: every long read the week it is written, and the discussion under it.

Firm, €4,900 a year: your team reads on the morning it publishes, and asks the desk two questions a month. Up to five people.

See the tiers