Analysis and market intelligence on fixed income, forex and equities in Asia, EMEA and Latin America

South Korea

South Korea Articles
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Economy

BMI View: One of our key regional market strategies for 2010 has been Chinese underperformance relative to Asian (and EM) assets as a whole. We believe that this dynamic, which has... 2010-04-26


Economy

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


Economy

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


More ARTICLES

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... 2010-03-03


Economy

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


Economy

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


Economy

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


Economy

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