South Korea
Economy
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...
2010-03-03Economy
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...
2010-01-28Economy
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...
2009-11-27Economy
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...
2009-11-06Economy
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....
2009-10-26Economy
BMI View: Emboldened by the Reserve Bank Of Australia's rate hike, we believe that it only a matter of time before Korean policymakers decide to follow suit. We remain of the view...
2009-10-07Economy
Asian FX are looking firmly bid on the back of an ailing US dollar, with the Korean won arguably the pick of the bunch. Our constructive KRW stance is justified by enduring risk appetite,...
2009-09-17Economy
With the US dollar firmly on the ropes, Asian FX are looking red-hot, with several currencies on course to launch an assault on key areas of technical resistance. For some time, BMI's...
2009-09-16
