Korea: Mercantilist Gains from ToT and Won/Yen Create Ample Policy Space
The 12-month rolling sum of Korea's trade surplus soared to US$92bn (double what it was 18 months earlier), aided by a sharp oil-induced...
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Korea: Structural Decline Masked by Export Malaise
Korea’s export malaise worsens: Exports fell 12.8% y/y in the first 20 days of June, down from a 6.0% drop in the same period in May. This is the...
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Asian Currencies: What Inflation Differentials Show
The global environment appears more and more threatening to Asian economies, with rising risks of currency market volatility in Asia. In this...
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Impact Patterns into Brexit
Chartonics webcast Wednesday 15 June 2016Macro high impact patternsTo view click on this link: http://www.screencast.com/t/MLPKzd7mSBgG 7:49...
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South Korea: Concerted Policy Action to Aid Troubled Economy
State-owned banks with heavy debt exposure to receive capital injections: A KRW11tr (USD9.5bn) fund was launched by the government and the Bank...
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