Possible scenario
Sovereignty Rules Tighten
23% Chance
South Korea pairs funding with stricter procurement, audit and data-localization requirements. This reinforces the policy response to earlier Chinese-code controversy and gives domestic vendors a clearer protected market, but also raises compliance burdens.
Secondary impacts
- Telecommunications +0.1%
- Business Services -0.1%
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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