Category: South Korea
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South Korea Macro Brief: August 2025
South Korea is holding the line – but it is not relaxing. The Bank of Korea (BOK) has paused its rate cut cycle, yet forward guidance remains firmly on the dovish side. Domestic demand is still soft, capital outflows haven’t let up and financial risks continue to creep. At the same time, regulators are leaning…
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South Korea Macro Brief: July 2025
South Korea’s macro machine continues to shift gears. Policymakers are easing up on the monetary side but tightening elsewhere - particularly on debt, capital flow monitoring and digital finance. The backdrop hasn’t changed: domestic demand remains soft, external risks are gathering pace, and the government is still trying to walk the tightrope between growth support…
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South Korea Macro Brief: June 2025
The past month has sharpened an already tricky policy dilemma. How to steer through weak domestic demand, rising external risks and still manage creeping debt stress without losing market confidence? The Bank of Korea (BOK) has now delivered a fourth rate cut, regulators are tightening the screws on household lending, and the won continues to…
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South Korea Macro Brief: May 2025
South Korea has had one foot on the brake but simultaneously the other on the accelerator. Over the past month, policymakers have stepped up efforts to support a cooling economy but are still trying to maintain sight of the bigger picture. Rate cuts, market interventions, pension reforms – these are all part of a broader…
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South Korea Macro Brief: April 2025
South Korea has seen a series of financial and economic developments over the past month which has reflected in both domestic challenges and regulatory adjustments – all aimed at stabilising markets and sustaining economic momentum. The Bank of Korea (BOK) has taken strong steps to support growth. At the same time, the Financial Services Commission…