South Korea

BMI View: Back in May 2009, BMI suggested that the story of 'Three Asias' - that of China and India, the domestic demand-driven economies and the trade-dependent states - would dictate... 2010-03-30

BMI View: While emerging Asia's policymakers are unlikely to adopt a common timetable to monetary stimulus withdrawal, we continue to see a gradual normalisation of interest rates... 2010-03-22

On a fundamental basis, the KRW has a lot going for it. However, we believe that the appreciatory bias suggested by South Korea's attractive fundamental picture will be tapered by... 2010-03-03

Although the global financial crisis has abated, and Asia's recovery story to date has more than exceeded expectations, we believe that little has changed in terms of the structure... 2010-01-28

It's not just Australia (see 'Receiving Rates In A Deflationary Environment', in our Daily Financial Alert) where the markets are rapidly reassessing their expectations of interest... 2009-11-27

Asian financial markets have finished on a strong footing this week, with both equities and FX recouping late October's losses. For example, the chart below shows China's Shanghai... 2009-11-06

BMI View: We believe that the positive surprise in South Korea's Q309 headline real GDP growth rate of 2.9% q-o-q does little to mask the underlying weakness of final demand expenditure.... 2009-10-26