South Korea Views

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Further Tariff Hikes To Come

We believe that the government's decision to increase electricity prices is aimed at reducing electricity consumption in South Korea. The country has experienced power shortages at least once in each...

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End Of The Run For Korean Assets?

Having been bullish towards Korean assets over the past month, we believe that the near-term rally could be coming to an end, as technical pictures across a host of markets look to be signalling...

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Regional FX & Fixed Income Strategy

Our decision to turn cautious towards Asian FX on October 30 proved well-timed, with the US dollar coming back strongly across the board. Looking at our Asia FX basket (which excludes AUD and NZD),...

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