The Financial Services Commission reported on Chair Lee Eog-weon’s meetings with Goldman Sachs Asia-Pacific President Kevin Sneader and BlackRock Global Partners Office Co-Head Joud Abdel Majeid during Korea Premium Week 2026. The discussions covered South Korea’s equity market outlook, global interest rate pressures, investment concentration in artificial intelligence and semiconductors, and uncertainty in the Middle East. Lee said the commission would continue structural capital market reforms while closely managing market stability as global conditions change. Sneader described the outlook for Korean equities as positive, referring to Goldman Sachs’ forecast that the Korea Composite Stock Price Index could exceed 12,000 points. He said sustained AI investment and South Korea’s strengths in semiconductors, energy and finance could support broader capital inflows if markets recognize those industries’ stable earnings. Abdel Majeid welcomed the government’s institutional reforms and responsiveness to foreign investors, and said the National Growth Fund could help promising domestic companies expand. Both firms identified higher global interest rates as a potential equity market risk but said South Korea could respond relatively steadily because of its economic fundamentals and strengths in infrastructure sectors such as AI and energy. BlackRock also called for continuous and consistent reforms to strengthen global investors’ confidence in the Korean capital market.

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