Jason Hsu, founder of Allspring Global Advisors, believes that South Korea's current political situation has created an opportunity to buy key companies in the semiconductor supply chain at a low stock price. These companies will still benefit from trends such as ai and the supply chain's move towards diversification, thus benefiting from the long-term bull market in the semiconductor industry. "All of this has nothing to do with the political situation," Hsu said, attributing this situation to a president who has lost support. Derrick Irwin, Co-Head of Allspring's Emerging Markets Stocks, shares a similar view, saying: "This seems to be more about South Korea's domestic and internal political relations rather than the business environment. Although unusual, this is not the first time South Korea has declared martial law."