External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

Leading full-service brokerage firm in Vietnam. 

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External broker reports(aggregated public sources)

Thematic (Sector/Industry)

South korea Financials / Thematic (Sector/Industry)

<ul><li>The BOK kept the base rate unchanged at 2.50% and raised its 2026 growth forecast to 1.8% (from 1.6%), while lifting its 2026 inflation projection to 2.1%.</li><li>The number of MPB members open to a rate cut within the next three months decreased to three (from four in October).</li><li>We continue to expect the BOK to hold rates steady in January but deliver two rate cuts in 2026. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

The BOK kept the base rate unchanged at 2.50% and raised its 2026 growth forecast to 1.8% (from 1.6%), while lifting its 2026 inflation projection to 2.1%.The number of MPB members open to a rate cut within the next three months decreased to three (from four in October).We continue to expect the BOK to hold rates steady in January but deliver two rate cuts in 2026. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Fixed Income Comment[November MPB meeting] Key factors shaping monetary policy next year