Korea - Not Out Of The Woods
Korea may have returned to growth in the third quarter but the economy is not out of the woods. Job losses are mounting while companies remain...
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Korea - BoK Growth Scenarios
The Korean economy is slowly recovering from the Covid-19 shock but the outlook is uncertain. The central bank is decidedly bearish – forecast...
327 Views
Korea - Moon's Easy Wins, Hard Battles
Korea’s ruling coalition government swept this month’s national assembly elections and President Moon’s approval ratings have soared on the back of...
329 Views
Korean Won - Asia's Worst Performer In 2019
We bearish about Korea’s economic growth prospects this year and are underweight Korean equities in our relative regional portfolio. Add to this...
651 Views
Korea Interest Rates - Next Move Down
We expect interest rates will be declining by the end of the year. BoK Governor Lee Ju-yeol is running out of excuses not to ease monetary policy....
804 Views