January 27 News, Asian stock markets reacted unusually calmly to Trump’s latest tariff threats on Tuesday, with major indices continuing to fluctuate near historical highs. Even when Trump publicly threatened to raise tariffs on Korean-related goods to 25%, regional markets remained strong, with Japan, Hong Kong, Mainland China, and Australian stock indices generally closing higher, indicating that investors are gradually adapting to this recurring political noise.
In the Korean market, the change in sentiment was particularly evident. The KOSPI initially plunged significantly in the morning but then quickly rebounded and hit a new all-time high, with SK Hynix and Samsung Electronics leading the rally. Foreign funds and institutional investors turned to net buyers, suggesting that the market is paying more attention to corporate earnings and industry prosperity rather than policy threats on social media. The Korean government also emphasized that any tariff adjustments require formal administrative procedures, further stabilizing market expectations.
This “immune response” is changing the way global capital assesses risk. As Trump frequently uses tariffs as bargaining chips, investors are increasingly viewing these statements as strategic rather than imminent measures. Market attention is shifting to more substantive variables, such as corporate earnings reports, macroeconomic data, and regulatory developments.
This change is also affecting crypto assets. On the same day, Bitcoin rose above $88,000, and gold also gained, indicating that funds still favor assets with hedging properties amid geopolitical and policy uncertainties. However, retail enthusiasm for digital assets in Korea has noticeably cooled, with the premium indicator measuring local versus global price differences remaining low, showing that more capital is flowing into AI and semiconductor-related stocks.
When markets are no longer driven by political rhetoric, the true price movers will be capital flows and fundamental performance. Whether in stocks or Bitcoin, the 2026 market trend is increasingly being led by actual demand and structural changes rather than a single tweet.
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